Built for Employers and Advisors Who Give a Damn
For advisors who are done asking permission.
We’re not the biggest firm, and that’s the point. We partner with people who care about getting the right benefits.
Whether you’re running a company or advising one, you want plans that work, support that shows up, and a partner who’s invested. That’s what we do without the bloat, bots, or bureaucracy.
Not Too Small. Just Overlooked.
Most brokers ignore companies under 50 lives. We don’t. We deliver right-sized plans, personal service, and real results, without the big-firm brush-off.
Growing Fast?
We’ll Help You Keep Up.
Adding headcount is exciting until your benefits fall behind. As you scale, we build the structure that supports recruiting, retention, and culture.
You Actually Care.
So Do We.
You’re not just checking a box; you want to do right by your people. We help leadership teams design benefits that reflect the culture they’re proud of.
Advisors Who Want a Real Partner
If you serve business clients and want a group benefits partner who shows up, solves problems, and makes you look great, we’ve got your back.
We Don’t Niche by Sector. We Niche by Mindset.
We support landscapers, law firms, HVAC techs, creative shops, financial firms—you name it. What matters most isn’t what you do. It’s how you lead. We'll work well together if you care about people, culture, and long-term value.
Sound Familiar?
Whether you’re running a business or advising one, these are the red flags we hear most from new clients.
“Our premiums keep rising, and no one can explain
why.”
“I haven’t heard from my broker in months.”
“We’ve outgrown our benefits plan.”
“Employees are frustrated, and so is leadership.”
“Claims are getting denied, and no one’s helping.”
Not Sure This Is for You? Let’s Find Out.
No pressure. Just clarity. A quick call is usually all it takes to see if we’re the right fit for your business or your book of business.
