At SevenHills Benefit Partners, we pride ourselves on going above and beyond to educate your participants and create successful outcomes. We typically use a combination of face-to-face meetings, web-based GoToMeetings, recorded presentations, and a robust Financial Wellness Program developed by our RIA Pensionmark.

Through years of educating participants, we have learned that one-on-one meetings deliver better results than any other form of education or marketing. We are committed to providing one-on-one education for participants.

To supplement face-to-face education, we provide our participants with a robust financial wellness program that includes the following services and tools:

  • Personal Financial Portal
  • Employee Gap/Needs Analysis
  • Bilingual Financial Wellness Help Center
  • Monthly Retirement Connect educational videos and newsletters
  • Monthly webinars on various retirement and financial planning topics
  • Online education center
  • Social media news and education

For more information on our financial wellness program, visit the Pensionmark Website.


Our Retirement Plan Advisors

Tony Black, CPFA, AIF, RPA
Tony Black, CPFA, AIF, RPA

CEFEX-Certified Retirement Plan Advisor

Matt Voecks, CPFA, AIF, RPA
Matt Voecks, CPFA, AIF, RPA

CEFEX-Certified Retirement Plan Advisor

View Certificate