Reduce Risk – Increase Reward

Caring for your employees and for your bottom line can be complex. We help you balance the two and gain peace of mind.

DirectAdvisors is an independent, fee-based firm specializing in two areas:

  • Prevailing wage consulting and bona fide benefit plan design and administration for merit-shop construction companies working on federal, state and local government contracts
  • Retirement plan design and fiduciary investment advisory services for clients in nearly every industry—from construction firms to medical practices, and colleges to accounting firms

How do we do it? We stay true to our core values.

Integrity – Always!

We are the good guys. We are trustworthy and always do the right thing for all of our stakeholders. We treat everyone with respect. And we stay independent—no conflicts of interest here. We are also certified by the Centre for Fiduciary Excellence (CEFEX), which means we meet the highest standards for trustworthiness.

Client Service Is Everything

We operate with a sense of urgency. We see a client request as a welcomed opportunity to show how much we care. We hold your hand. We answer the phone. You’ll know the team and have one point of contact to help you get what you need.

Teach, Learn, Grow

We are here to help you grow. We will teach you how to make better financial decisions both personally and professionally. As a team, we continually seek learning opportunities both internally and externally. As a company, we provide opportunities for our team to grow and to make a greater impact on society.

We Are Compliant

We strive for compliance with both the letter and the intent of the law. We stand behind our work and will defend it at our own expense. You will find that each member of our team holds the leading designations in his or her specialty, ensuring that you have access to current regulatory information at any time.

MEET OUR TEAM

Find out why our experience is worthy of your trust.