We are proud to announce that Twelve Points Retirement Advisors has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams.
“We are very proud of the team that we have built in our Retirement Plan division. Our team’s laser focus on unreasonable hospitality in service to our clients is core to our mission every day. To be recognized annually by NAPA and every day by the clients who choose us is truly humbling. We believe it is a testament to clients seeking us out as one of the firms that has remained independent amidst industry consolidation. Thank you for trusting us to guide you toward finding your financial freedom and security.” – Dave Clayman, Co-Founder & CEO
