ABG Consultants was incorporated in 2004 as an affiliate of Alliance Benefit Group – Rocky Mountain. We offer fiduciary protection, investment advice, education and consultation for retirement plans. We assist plan sponsors and other investment advisors in mitigating retirement plan fiduciary liabilities. Additionally, we provide investment advisory and wealth management services.
ABG Consultants is a part of one of the largest third-party administration firms in the western United States as a member of the Alliance Benefit Group (ABG). The Alliance Benefit Group services over 14,000 retirement plans, over $56 billion AUM, and over 1.1 million participants.
ABG Consultants is a results-driven investment advisory company, focused on client success. Through our consultative and personable approach, we provide the individual with the highest quality services and innovative solutions, designed to maximize results while minimizing fiduciary liability, at a reasonable cost. Through this process, ABG Consultants is able to develop and retain long-term relationships.
ABG Consultants requires stringent educational requirements of our staff. At a minimum our team members are required to have completed a bachelor’s degree and/or equivalent experience plus education. Each of our investment advisors have passed the FINRA Series 65 exam ensuring they are registered investment advisor representatives. Additionally, our employees have each passed several ASPPA sponsored exams and many of our team members have designations from ASPPA as a further representation of our dedication to the retirement industry.