Accounting, Financial & Investment Services
Prudence and Process: The Fiduciary Standard
Founded in 2010, e^2 Retirement Consulting, LLC is an independent financial advisory firm headquartered in Menomonee Falls, WI.
We partner with the Retirement Plan Advisory Group and Harbour Investments, Inc. to provide services for both individuals and businesses throughout Wisconsin, the Midwest and beyond. As Certified Financial Planner® professionals, we believe in treating all clients with the fiduciary standard of care, the highest in the financial services industry. Through clear communication, prudent due diligence and a personalized approach, we use our independence to craft custom solutions to the unique needs of our clientele.
We are fiduciaries for our advice to all our clients for our advice. We are also able to serve as a 3(38) or 3(21) ERISA fiduciary for corporate retirement plans.