Expert Benefit Plan Design and Consulting for Small to Mid-Size Employers

A leader in customized benefits administration solutions, we help employers design, implement and administer total compensation and/or deferred compensation programs.
Alpha & Omega ADV – Review information about A&O ownership, clients, employees, business practices, affiliations, fees and the services we offer. + LEARN MORE
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Retirement Investment Advisory Services You Can Trust
Stressed out over how to build your retirement nest egg?

With Alpha & Omega you get:

25+ Years of RIA and TPA Experience
Alpha & Omega has been operating as a licensed RIA and a TPA since 1975. Our investment strategies stand the test of time.
World-Class Investment Products
Our clients have access to highly sophisticated investment products that are usually available only to Fortune 500 companies and high net worth investors.
Equal Opportunity Investing
Whether you earn $30,000 or $1 million a year, we provide the same personalized service and proven investing options to help achieve your retirement goals and excess turnover.
Peace of Mind
Our long-term investing approach is designed with your financial security in mind. Our purpose is to protect what you have earned by growing it in a way that avoids high-risk strategies and sets a standard to protect your retirement funds from the ravages of inflation.
Talk with an Alpha & Omega Retirement Plan Specialist Today.
Connect with us today 800.755.5060
Plan Sponsor Services: Cost-Effective Third-Party Administration for Qualified Retirement Plans

For more than 40 years we’ve been saving plan sponsors and business owners time and money while helping participants save more effectively for retirement.

Alpha & Omega designs, administers and performs compliance testing, actuarial certifications, tax preparation, investment advice and trust auditing for the following qualified plans:

  • Cross-Tested
  • Non-Qualified
  • 401(k)
  • Cash Balance Plans
  • Money Purchase Pension Plans
  • Cafeteria
  • ESOPs
  • Defined Benefit
  • Profit Sharing
  • IRAs
Expert Design and Servicing of IRA and Brokerage Accounts
Alpha & Omega provides personalized investment planning and administration for individuals, families and trusts. Achieve your financial goals through:
  • Customized Retirement Plans
  • Managed Institutional Investment Options
  • Personalized Service
We believe that capital markets work. We use that belief to build portfolios that let the market work for our clients rather than trying to beat the market, which rarely works.
Spiro Preovolos
Vice President of Strategic Development
Our Credentials

RESOURCES

Crunch the Numbers

Learn how much you need to save so your retirement funds don’t run out before you do.

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Talk with an Alpha & Omega Retirement Plan Specialist Today.

Connect with us today 800.755.5060
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