The partnership between Pensionmark and WD Financial, which occurred in August, will provide Salyer and his team a broadened suite of services while allowing them to continue personalized retirement plan guidance.
Salyer specializes in both 401(k) and wealth management services and has experience with one-on-one financial guidance, plan reviews, investment reviews, 404(c) assistance, due diligence reviews and fiduciary responsibility reviews. Salyer and his team currently advise more than 100 company retirement plans.