Who We Are
401(k) Advisors Intermountain provides investment and retirement plan consulting services to corporations, government entities, non-profit organizations and individuals. We help fiduciaries seek protection from the personal and corporate liability related to the retirement plan, while aiming to enhance potential investment opportunities and ultimately helping participants work toward financial security. In helping plan sponsors deliver high quality retirement programs we help contain costs, address regulatory requirements, and promote an independent prudent process.
We’re a family business. So, we treat our clients like family and, by extension, we consider their employees family, too. The highest form of recognition an employer can offer a valued employee is a way for them to retire comfortably. We help employers deliver on this. We have a clear passion to help as many people as possible retire with dignity and it is manifest in everything we do.
401k Advisors Intermountain (401kAIM) takes great pride in being an integral part of the success of many companies’ retirement plans in the Intermountain West and across the country.
We have a long tradition of providing innovative solutions and award winning service to the companies we partner with. Our goal of helping as many people as possible retire with dignity, fuels our passion.
Thank you for taking the time to learn more about 401kAIM. I would like to extend an invitation to you to sample our service by taking advantage of a no cost plan sponsor review. This valuable service will gauge how your plan is performing and allow you to test drive our team’s capabilities. The review includes an investment review, fee benchmarking and an analysis of how effective your plan is for participants.
Please call or email anytime, I would love to introduce you to our team.
Discover Why Our Independence Is Your Advantage
As independent advisors, we focus solely on serving your needs and acting in your best interest at all times.
- As an independent investment advisory firm we have no obligations to investment product manufacturers.
- We have no cross-sell quotas or home-office directives that may lead to conflicts of interest.
- We spend our time developing customized solutions for the unique challenges you face
Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.
* As reported by Financial Planning magazine, June 1996–2013, based on total revenue.