Our team averages 20 years in this business, and more than 90% have advanced degrees or industry certifications relevant to retirement plan consulting.
FFoA was named PLANSPONSOR Retirement Plan Adviser Team of the Year in 2008 and inducted into the Hall of Fame in 2011.* We have a degree of expertise and insight that generalist advisors may not be able match.
We are certified by Dalbar, Inc. to be qualified to assume the responsibility of an ERISA 3(21) Adviser. This certification grants StoneStreet, Equity the rights to use the designation of Dalbar Certified ERISA 3(21) Adviser and to disclose the accompanying credentials to the public and in particular to plan fiduciaries who are obligated to prudently select and monitor their advisers.
Resources and support
The financial advisors of StoneStreet Equity are powered by LPL Financial, one of the nation’s largest independent broker/dealers.** LPL Financial helps us serve you better, providing access to cutting edge resources in technology, client service and reporting and financial research.
Through LPL Financial we access actionable, unbiased investment research that supports your organization’s goals. This exclusive research includes customized analysis in these core research disciplines:
* Award nominations are solicited from industry professionals and award winners are selected through a quantitative evaluation of their current service levels and based on feedback from their plan sponsor clients. For more information, please go to plansponsor.com.
** As reported by Financial Planning magazine, June 1996–2012, based on total revenue information.