There are powerful players in the retirement plan category where your needs and requests are often delegated to some unfamiliar staffer in a satellite office. We take the converse approach. While we possess the depth and breadth of experience you seek, we are more personal and boutique-sized by design. When you retain the services of the DH Consulting Group, the senior-level people you have met initially are the same individuals who help you manage your plan on a daily basis. The rapport and relationship we have with you means we are always there when you need us, and even proactively respond to what these needs will be.
Your plan participants have access to our team at all times and can always call to ask questions. Participants also have the ability to develop their individual financial plan at no cost. As a plan sponsor, you also receive a high level of service and receive quarterly written performance analytic reports, quarterly investment performance meetings and access to our team at any time.
9595 Wilshire Blvd. // Suite 300 // Beverly Hills, CA 90212 // T 310.285.4503 // TF 844.234.4015 // F 310.285.4545 // Map and Directions 
The "PLANADVISER Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. A subsegment of the questions was used to determine eligibility for the Top 100. Categories in which advisers compete are determined by the number of advisers and the number of total employees (including support staff). We highlight the quantitative standouts according to the dollar value of qualified plan AUA as well as the number of plans under advisement. The award is not representative of any one client's experience, and is not an endorsement, and is not indicative of advisor's future performance. Raymond James is not affiliated with the Financial Times. Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.
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