CPA and advisory firm AGH helps clients build and preserve wealth through a wide range of strategies for organizations and individuals. Affiliate AGH Wealth Management offers complementary resources – a team of professionals that helps organizations and individuals preserve and protect wealth, backed by a national investment firm with research and analytical tools and a full-time commitment to understanding the most current market environment, trends, strategies and tools.
AGH Wealth Management serves two primary audiences: employers looking for professional investment advisors for their retirement plan funds, and individuals seeking a financial professional to help them map out and work toward their personal and financial goals.
Managing investment options as a retirement plan sponsor requires an in-depth understanding of fiduciary responsibility, competitive fees, and investment performance for thousands of options, along with the ability to match those options with the employer’s employee population. AGH Wealth Management’s professionals draw on the backing of a national investment firm with research and analytical tools and a full-time commitment to understanding the most current market environment, trends, strategies and tools. The group’s services for retirement plan sponsors related to investment management include:
- Accepting ERISA 3(21) and 3(38) fiduciary responsibility; the level of responsibility depends on scope of services
- Group and one-on-one employee enrollment and education meetings, including participant-level investment advice.
- Independent, open-architecture investment advisory services to plan sponsors
- Low-cost management fees – utilizing both active and passive strategies, mutual funds, ETFs and common collective trust funds with full fee transparency
- Plan provider benchmarking and design optimization services
- The ability to work with independent recordkeepers or bundle asset management with AGH recordkeeping
For individuals, keeping watch on investments in a way that aligns with personal goals and needs can be both time-consuming and stressful – especially if you lack the tools, time, knowledge or interest in doing so. Laying the foundation for a comfortable retirement requires an ongoing commitment of time and capital. Additionally, as an investor’s risk tolerance, time horizon, liquidity needs and objectives change over a lifetime, the investments portfolio should reflect those changes. Fortunately, your capital combined with AGH Wealth Management’s time, resources and guidance is a powerful partnership.
Services related to investment management include:
- Active fee-based management
- Certified Financial Planning™
- Concentrated position planning
- Non-traditional investing
- Overall financial analysis
- Personalized strategic planning
To learn more, about AGH Wealth Management, visit their site here.
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through AGH Wealth Advisors, a registered investment advisor. Allen, Gibbs & Houlik, L.C., AGH Wealth Advisors, and AGH Wealth Management are separate entities from LPL Financial.
Senior Vice President
Employee Benefit Services
Brad Bechtel leads AGH’s employee benefit services (EBS) division, which serves clients nationwide. EBS is one of the region's largest providers of retirement plan recordkeeping services for daily valuation plans. The division provides consulting services to clients on employee benefit plans including plan design, implementation, operation, fiduciary due diligence, compliance, and through affiliate AGH Wealth Management, discretionary and non-discretionary investment fiduciary services, investment advisory services and employee education.
Bechtel is experienced in executive compensation, including non-qualified, phantom stock, top hat, and excess benefit plans as well as other deferred compensation approaches. He has consulted for numerous Fortune 500 corporations on investment management and fiduciary due diligence. He also provides search and selection due diligence consulting services for companies seeking new investment and recordkeeping providers for their qualified plans. Bechtel is a registered investment advisor who holds Series 7, 24, 63 and 65 FINRA registrations, and he is a member of the American Society of Pension Professionals & Actuaries.