Advice and advocacy for retirement plan sponsors

Helping you build a stronger plan and employee confidence

With longer life expectancies, greater employee responsibility for retirement savings and increased governance over fees and compliant investment processes, it’s more challenging than ever to manage the growing complexity of your plan and the needs and goals of your participants. That’s why customized advice is more essential.

Helping you build a stronger plan and employee confidence

Why choose Flagship Financial Partners?
Driven by our core values of collaboration, integrity, independence and passion, and supported by a world leader in private and institutional wealth management, we’ve built a team with the resources, tools and experience to help your organization and your employees pursue their most important goals. With our deep resources, experience and insight into the retirement plan industry, our team can work with you to address each strategic decision—from structure and design to fiduciary responsibilities to employee education.

By looking at your plan as a whole, we can identify potential issues, solve problems early on, act on the issues that matter to you most and help improve how your plan is managed. If a process isn't serving the best interests of your organization or participants, we’ll challenge it in favor of a better choice. Essentially, we advocate for you, your plan and your employees throughout from day one.

Committed to diversity
Today more than ever we’re proud to say that we’ve intentionally built a team as diverse as the clients we serve. Whether from race, gender or culture, we believe multiple perspectives, experiences and passions give us a greater understanding of your needs. That’s how we provide relevant insight, no matter what your goals or the challenges you face.

3 pillars

The basics of retirement plan consulting

Fiduciary governance and investment consulting

Plan design and structure

Participant engagement and education

Flagship office location map

We look forward to helping you build and maintain a strong retirement plan. Together we can help participants invest more confidently in their future and the retirement they’ve earned.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager