Plexus Financial Services, LLC is the investment advisory and financial planning arm of The Plexus Groupe. As an independent, SEC Registered Investment Adviser, the firm operates as a fiduciary, providing objective advice tailored to its clients' needs. Its services are divided into two main areas: Retirement Plan Services, which helps businesses design and manage corporate retirement plans (like 401(k)s), and Wealth Management, which offers personalized financial planning, investment management, and advisory services to individuals, families, and executives. The firm emphasizes a disciplined, process-driven approach to help clients achieve their long-term financial goals.

Founded in

United States