WELCOME | RWM Advisory Firm
RWM is an independent Registered Investment Advisory (RIA) firm based in Atlanta, Georgia that consults on institutional, non-profit, and higher education retirement plans as well as endowments and foundations and has been recognized by PLANADVISER as one of the Top 100 Retirement Plan Advisers in the country. With extensive experience in fiduciary exposure management, plan design, implementation, investment selection and monitoring we are able to help reduce our clients' workload by easing fiduciary management, streamlining plan administration, maximizing plan efficiency, reducing costs, and increasing participants' retirement readiness.
We are committed to supporting you, your plan, and its goals by developing a clear framework to improve employee understanding of your plan's offerings, encourage participation, and promote satisfaction with your company benefits. We welcome you to select your area(s) of interest below by clicking on the picture to learn more about how your organization can benefit from our expertise and vast resources.
We are committed to supporting you, your plan, and its goals by developing a clear framework to improve employee understanding of your plan's offerings, encourage participation, and promote satisfaction with your company benefits. We welcome you to select your area(s) of interest below by clicking on the picture to learn more about how your organization can benefit from our expertise and vast resources.
INSTITUTIONAL RETIREMENT PLANS
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HIGHER EDUCATION
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ENDOWMENT / FOUNDATION
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Our comprehensive approach will challenge our resources to develop a highly customized, intuitive experience and design for:
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We assist our clients in developing an innovative, state of the art retirement plan as a vital part of their benefits with:
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RWM has partnered with Callan Associates, among the largest independently owned investment consulting firms. Together, we use a client-focused consulting model that will:
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