WhartonHill Advisors is a GRPAA (GRP Advisor Alliance) member firm. GRPAA is an independent network of retirement plan focused advisors, who want to provide innovative solutions to their clients.
Financial Wellness programs can help improve the health of a retirement plan by increasing deferral rates, reducing loans, and improving the way employees plan and invest for retirement.
Through GRPAA, our corporate clients are able to subscribe to Financial Finesse, a financial wellness program used by some of our nation’s top Fortune 500 companies. Through Financial Finesse’s behavioral change model, you can increase employees’ retirement preparedness by fostering lasting improvements to their financial habits.
GRP Advisor Alliance and Financial Finesse are separate entities from WhartonHill Advisors, IFP and LPL Financial.