Retirement Plan Advisory Akron OH

Address

222 S. Main St #220
Akron, OH 44308

Contact

Phone: 330.535.4550

Who We Serve

Endowments & Foundations Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

See Nearby Locations

Uniontown, OH

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

Explore Our Services

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST

Akron

We’re here to serve as a guiding hand helping you navigate financial and fiduciary responsibilities on behalf of your Akron-based company or nonprofit organization. Our values-based approach ensures CAPTRUST advisors have your financial goals top of mind. Reach out to our office today to learn how our expert team can help you.

Our Team

Shaun Cox

Financial Advisor | Relationship Manager

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T. Grey Kennedy

Senior Financial Advisor

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Paul R. Stibich, Jr.

Senior,
Financial Advisor

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Steve D. Wilt

Principal,
Financial Advisor

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The 401(k) plan is the single largest pool of wealth that most Americans will ever accumulate. Our team in Akron is dedicated to assisting all plan participants and plan sponsors. Our focus is on helping your employees maximize their opportunity to achieve a secure retirement.

Steve Wilt