Independence

Weems & Robertson has only one line of business: providing advice to 401(k) Plan Sponsors. We are not associated with any fund company, brokerage firm or recordkeeping platform. With all our revenue coming from advisory and research work for our clients, we are free from any conflicts of interest.

Commitment

At Weems & Robertson, every client is important and valued, and outstanding client service is our only priority. In all dealings with our clients we are proactive, accessible and transparent. We pride ourselves on establishing and maintaining longstanding relationships with our clients.

Expertise

Weems & Robertson consultants have worked extensively with 401(k) plans for the last 25 years, with assets ranging from $2 million to $2 billion. We know best practices in the defined contribution market and are experts in investment policy development, investment manager selection, and ongoing plan monitoring.