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global advisers wealth management
global advisers wealth management
Who We Serve2025-07-31T07:52:54-04:00

Who We Serve

Explore who we serveโ€”from self-employed to growing firmsโ€”and how our retirement plans scale with your business and support long-term financial goals.

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Questions?

800-832-8514

Ext 1401

Mon-Fri 9am to 5pm

Build the Right Plan for Your Business

Scalable retirement plans tailored to your business, your goals, and your team.

We serve business owners at every stageโ€”from hiring your first employee to managing complex compensation structuresโ€”delivering retirement plans that align with your goals and simplify operations.

Retirement Plan Solutions Built Around Your Business

Whether you’re a solo entrepreneur, a growing firm with a handful of employees, or a mature business seeking to upgrade your benefits, we design retirement plan solutions that scale with your needs.

Self-Employed Professionals2025-07-05T03:15:05-04:00

Solo business owners, consultants, and freelancers often have limited options for saving at higher levels. We help you select and manage plansโ€”like SEP IRAs, Individual 401(k)s, and Defined Benefit Plansโ€”that let you maximize contributions while keeping complexity to a minimum.

Small to Mid-Sized Businesses2025-07-05T03:15:10-04:00

From medical practices to law firms, agencies to retail operations, we help employers establish meaningful, compliant retirement plans that support recruiting, retention, and long-term financial security. Our plans include SIMPLE IRAs, traditional 401(k)s, Safe Harbor options, and moreโ€”with support for onboarding, employee education, and investment oversight.

Business Owners Planning an Exit2025-07-05T03:15:17-04:00

If you’re preparing for succession, sale, or retirement, your companyโ€™s retirement plan can play a critical role in optimizing tax efficiency and accelerating savings. We help owners use structures like Cash Balance or Defined Benefit Plans to make the most of their high-earning years while leaving a legacy for employees.

Partners, Professionals & Family-Run Firms2025-07-05T03:15:23-04:00

We understand the unique dynamics of partnerships, family businesses, and closely held firms. We work with you to establish plans that are equitable, growth-minded, and structured for long-term continuity.

Learn more by calling 800.832.8514 or emailing account-services@globaladvisers.com.

Start Building a Smarter Retirement Plan Today

Letโ€™s create a retirement plan that fits your business, supports your employees, and simplifies your workload.

global advisers who we serve

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Letโ€™s Talk
800.832.8514

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global advisers wealth management
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What We Do
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global advisers wealth management
Explore
What We Do
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global advisers wealth management
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ยฉ 1993 - 2025 Global Advisers, LLC

Global Advisers LLC is a registered investment adviser in PA, CA, and FL. Advisory firms cannot transact business in states where it is not registered, excluded, or exempt, except as permitted under the de minimis exemption. Personalized investment advice or securities transactions for compensation will only be provided where registered or exempt.

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