Firm News Blog

Aurum Named Top Defined Contribution Advisor Firm

Aurum Wealth Management Group, a Skoda Minotti firm, has been recognized as a Top Defined Contribution (DC) Advisor Firm by the National Association of Plan Advisors (NAPA). Highlighting the nation’s top 250 retirement plan advisory firms, NAPA’s inaugural list is a valuable Who’s Who in the world of retirement plans and retirement plan advisors.

2017_NAPA_TopDCAdvisorFirms-Logo“We are very excited to be named one of the Top DC Advisor Firms by NAPA,” said Christopher D. Bart, managing director, partner with Aurum. “This is a testament to our strong team and organization, and we would not be here without the trust and confidence of our clients.”

Wendy Eldridge, partner of Aurum’s Retirement Plan Services division, said she is honored by the recognition. “Our team is committed to delivering industry-leading content and thought leadership to our clients, and we are thrilled to have been recognized as a top firm. We look forward to building upon the great foundation we’ve put in place and further supporting our clients and their employees on the path to a successful retirement.”

For more details and to view the complete list of winners, visit NAPA’s website.


About Aurum Wealth Management

Aurum Wealth Management Group is an independent Registered Investment Advisor providing family wealth management and corporate retirement plan services. Aurum has been recognized as a Weatherhead 100 Upstart winner from 2013-2016 and is annually ranked among the largest local investment advisory firms by Crain’s Cleveland Business. Aurum was also named to Financial Advisor Magazine’s 2012 All-Star Research Team.

About NAPA

The American Retirement Association, based in Washington, D.C., is a non-profit professional organization established to educate all types of retirement plan professionals, and to preserve and enhance the employer-based retirement plan system as part of the development of a cohesive and coherent national retirement income policy. The American Retirement Association is comprised of four premier industry associations: the American Society of Pension Professionals & Actuaries (ASPPA), the ASPPA College of Pension Actuaries (ACOPA), the National Association of Plan Advisors (NAPA), and the National Tax-deferred Savings Association (NTSA).

This entry was posted in Firm News, Mailchimp RSS and tagged , , , , , . Bookmark the permalink. Follow any comments here with the RSS feed for this post. Comments are closed, but you can leave a trackback: Trackback URL.
© Copyright 2018 Skoda Minotti | Privacy Policy | Disclaimer | Remote Support
Cleveland 440-449-6800 | Akron 330-668-1100 | Tampa 813-288-8826
Website designed and developed by Skoda Minotti Strategic Marketing