GGA Retirement wholesales its services to financial advisors – enabling them to effectively and efficiently manage 401k plans for their clients.


  • Full 3(38) Fiduciary: we will serve as the investment fiduciary for your clients.

  • Optimized Fund Lineups: our rigorous quantitative and qualitative fund selection process is designed to deliver better investment outcomes for your clients.

  • Educational Support: we offer a full range of tools you need to run enrollment meetings and educate client employees, including an educational app that can be white labeled.

  • Flexible Approach: our services integrate with any service provider, making the entire process work better.  Key to our approach is supporting strong relationships between financial advisors and their clients.

  • Cost Effective: our pricing provides excellent value for financial advisors and their clients, as we reduce your workloads and liabilities and improve outcomes.

  • Reduced Fiduciary Exposure:  if you chose to be a non-fiduciary to your client's plan, it helps you focus on expanding your business to offer additional services to the client's employees.

Granite Group simplifies work for financial advisors and facilitates the expansion of their businesses.


Schedule a Live Demo of Our Online Investment Tool