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Our Firm

Anthem Financial Services is an independent consulting and advisory firm specializing in servicing employer sponsored retirement plans. The partners at Anthem Financial Services focus on maximizing the features and benefits for plan participants, while helping to protect plan fiduciaries from liability.

We are dedicated retirement plan specialists serving as co- fiduciary on your retirement plan. Each Managing Partner has retirement plan and investment proficiency built on over 25-year careers. The Partners at Anthem have held executive retirement services positions at ADP, Morgan Stanley, Prudential and USI. They have extensive experience building 401(k) product solutions for some of the largest recordkeeping providers in the industry while conducting investment due diligence on over $15 billion of retirement plan assets. Anthem currently provides ongoing services to nearly 2,500 plan participants and over $250M in qualified retirement plan assets.