facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause



  • Founded in 1982, we are a consultative advisory firm committed to employee benefits.
  • As one of the largest privately held benefit advisory firms in New England, clients realize our scale and importantly, our fierce independence allows for innovation, room to be nimble, and to service each client as an individual.
  • Our long-standing clients have become our advocates and we now serve over 350 incredible companies, schools and non-profits.
  • Your strategic consulting team is a seamless expansion of your own management team and provides a wide range of expertise. This deep internal team capability is unique in the industry.
  • Direct access to expert resources and highly responsive service defines our approach.
  • We take our responsibility to the community seriously. We have a standing “Charitable Giving Committee” that meets weekly to formulate monthly initiatives.



We affiliate with Osaic Wealth, Inc. as a back office for regulatory and operational support giving us the freedom to focus on you. Our affiliation offers us, and by extension you, the collective strength of technology, support and service.

  • Osaic is one of the largest networks of independent wealth management firms in the country.
  • The total network oversees approximately $190 billion in assets.
  • Osaic has no products. Its only “products” are service and support.
  • Their Retirement Plan Consulting Services Team include ERISA in-house experts and provider oversight with industry and compliance experts working for us.
  • We do not work for Osaic Wealth, Inc. We work for you.


  • SRBG is a member of Retirement Plan Advisory Group (RPAG), that provides premier technology, systems, training, and resources to over 2,000 members that serve over 100,000 plan sponsors and more than $1 Trillion in assets (as of January 31, 2023). Through our membership with RPAG we are uniquely structured to support the spectrum of defined contribution (DC) retirement plans.

We are completely independent and vendor neutral.

  • We are your 3(21) investment advisor.
  • Our strategic partnership with RPAG allows us to leverage over $1 trillion in assets under advisement to gain access to key investment personnel to which other consulting firms have limited or no access
  • The recordkeepers we use have gone through a rigorous due diligence process and evaluation by us and our broker-dealer. Osaic.
Check the background of this firm/advisor on FINRA’s BrokerCheck.