About Us

The Big Money Difference

Retirement planning is what we do. Retirement leadership is who we are. Our role is to create confidence and clarity through leadership you can rely on.

The meaning behind Big Money
Retirement

We believe trust is earned through consistent action, not promises. That is why our commitment goes beyond creating a financial plan.

Our story

Big Money Retirement was founded in 2020 on a simple but powerful conviction: clients deserve better. After building and selling a captive insurance agency focused on retirement planning, we saw firsthand what independence and transparency could make possible, and what the lack of it cost people. Becoming a fiduciary wasn’t just a credential. It was a commitment to always lead with the client’s best interest, full stop. That conviction is the foundation of everything we do. Because at the end of the day, this work is not about money. It is about the families on the other side of the table who have worked too hard and sacrificed too much to settle for anything less than a clear path forward.

Why we chose the name Big Money

People sometimes ask about the name. It’s not about being flashy. We chose it because retirement is one of the biggest decisions of your life. Decisions that affect your income for decades, your spouse’s security, your children and grandchildren, your legacy. You don’t get many do-overs. We also believe in what we call a big retirement: one built around freedom, flexibility, and the confidence to live life on your terms. And we want our clients to think bigger about what’s possible when their money is actually working in service of the life they want to live. To us, Big Money Retirement has never been about money. It’s about designing a retirement with intention and leading you there with clarity and conviction.

Trustworthy experience,
confident feeling

Our growth stems from disciplined retirement planning inspired by the families we serve. Goodwill grows faster than money. We’re here for you.

869+

families served

100+

years of combined experience

99.5%

client retention

OUR TEAM IS AWARD-WINNING

No. 669 Inc 5000 Fastest Growing Company, 2024

No. 754 Inc 5000 Fastest Growing Company, 2025

We believe trust is earned through consistent action, not promises. That is why our commitment goes beyond creating a financial plan.

OUR COMMITMENT TO YOU

Leadership you can feel in every decision

Trust is earned through consistent action. That is why our commitment goes beyond building a financial plan. We lead with clarity, honesty, and guidance that creates confidence.

We put your interests first

Every recommendation is grounded in what matters most to you. Your goals lead. Your family matters. Your future stays the priority.

We tell you what you need to hear

You will always get straight answers and clear guidance. We believe transparency builds trust and confidence builds momentum.

We create personalized strategies

No templates. No shortcuts. Your strategy is personalized to your values, your priorities, and the life you want to live.

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IMPACT BEYOND RETIREMENT

We’re invested in the
communities we serve

This year, our firm and team members proudly contributed more than $115,000 to Make-A-Wish, helping bring life-changing wishes to children and families in need.