Argent/Heritage Retirement Plan Advisors is a Registered Investment Advisor with the SEC that specializes in providing fiduciary and investment advisory services to employer sponsored qualified and non-qualified retirement plans.
We have been providing our plan sponsor clients with unbiased advice since 2008. Our clients range from large publicly traded companies to multi-generationally owned family businesses to non-profits to municipalities. We provide advisory services in a transparent, honest format that is service provider and investment agnostic. We work for our clients, not the service providers.
At a Glance:
• Retirement plan advisory clients: 73
• Participants served: 31,800
• Total plan assets: $1.1b
• Demographic Region: Colorado, Louisiana, Mississippi, Missouri, New Mexico, Oklahoma, Tennessee, Texas
Heritage Retirement Plan Advisors is proud to announce that we are now a CEFEX certified Investment Advisor. We are the only CEFEX certified Investment Advisors in Oklahoma.
CEFEX is an independent global assessment and certification organization. Its mission is to promote and verify excellence by assessing and certifying conformity to high professional standards of conduct.
Our CEFEX certification means we understand the importance of having a documented investment process, thereby helping promote our client’s confidence that their investment strategies are being prudently organized, formalized, implemented and monitored. Additionally, our firm is being annually monitored by an independent third party, which effectively helps our clients manage their fiduciary obligations.
Click here to learn more about what the CEFEX certification means for our clients.
Our holistic process has 6 major components:
For more information, please contact a member of our team:
Mark Milton, President, Argent Retirement Plan Advisors
Brad Knowles, Managing Director, Argent/Heritage Retirement Plan Advisors
Ryan Barnett, VP, Heritage Retirement Plan Advisors
Carrie Brown, Chief Compliance Officer
Chris Shankle, CPA, CGMA, Senior Vice President
Linde Murphy, CRCP™, Managing Director, Institutional Services
Robert Strauss, CFA®, Senior Portfolio Manager
• October 2018
• September 2018
• August 2018
• July 2018
• June 2018
• May 2018
• April 2018
• March 2018
Recorded Financial Wellness Webinars:
•Personalizing Your Group Benefits
•Successful College Planning
• Top Concerns in Retirement
• Social Security
• I’ve Retired, Now What?
• Health Savings Account