Optimist Retirement Group is an independent financial planning and asset management firm focused on the retirement needs of managers and executives working in the Great Companies of America and the World. We provide personal and holistic retirement financial planning for a select group of clients with complex benefits, taxes and estates.

As a client of Optimist, you will have two CFP® practitioners working as a team to not only manage your investments, but also to provide comprehensive retirement planning including: tax and estate strategies, risk management, and optimization and coordination of benefits. Our goal is to be your personal chief financial officers. Through our collaboration with a team of financial analysts, our firm also manages assets directly—no third-party managers, no mutual funds, no middlemen, and no excessive fees. The result is a highly personalized, comprehensive retirement solution implemented by a team of trusted advisors with intimate knowledge of your personal preferences—all for a cost that rivals the average mutual fund.

Optimist Retirement Group

Org chart

Teams

Offices