Allmerits

About Allmerits

<p>Founded in 2015, Allmerits has a 12-person team that works with employers and individuals on retirement planning and related financial needs. The firm is based in Buena Park in northern Orange County, with an additional office in Los Angeles, serving the greater Los Angeles–Orange County area.</p> <p>Allmerits Asset, LLC is a state-registered investment advisor that provides fiduciary guidance tied to workplace retirement plans. For plan sponsors, the firm supports <a href="/retirement-plans">retirement plan providers</a> work such as plan design and ongoing compliance oversight, including 3(21) fiduciary services.</p> <p>On the participant side, Allmerits provides one-on-one advice to help employees make decisions around savings rates, investment selections, and retirement readiness. The team also handles broader planning needs mentioned by the firm, including family and business protection, college savings, and estate planning.</p> <p>One differentiator is that Allmerits combines employer retirement plan support with Medicare agency services, which can help clients coordinate retirement and healthcare choices in one place.</p> <ul> <li>3(21) fiduciary services</li> <li>Retirement plan design and sponsor support</li> <li>Plan compliance support</li> <li>Participant advice and education</li> <li>Medicare agency services</li> </ul>

Website: https://www.allmerits.com/

Founded: 2015

Employees: 12