About Us

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

 

Fiduciary Support

Assistance with fiduciary responsibilities for Plan Sponsors

 

Participant Education

Promoting greater understanding about the importance of saving & investing for 401(k) plan participants

 

Wealth Management

Practical investment management becomes the catalyst for continued progress

Our Team

Vice President

Joe is an Accredited Investment Fiduciary®. He has been working in the wealth management and securities industries since 2004. Joe specializes in the needs of high net worth...

Vice President

Mike is Vice President of OneGroup Retirement Advisors, joining the firm in 2012. On a day-to-day basis Mike works closely with Retirement Plan Sponsors providing a comprehensive...

Vice President

Chuck is an Accredited Investment Fiduciary® and a Certified Plan Fiduciary Advisor. He has been in the business since 2004 where his responsibilities included plan design...

Vice President

Michael is an Accredited Investment Fiduciary® . He has been in the industry since 2012. Throughout his career he has held various positions where he gained valuable experience...

Qualified Plan Specialist

Mike is an Accredited Investment Fiduciary® designee and the Qualified Plan Specialist for our team. In this role, he further enhances our existing participant education program...

Client Relationship Manager

Karen has been working in the financial industry since 1993. She began her career in retail banking before transitioning to investment services in 1997, where she has worked in...

Associate Advisor

John is a Chartered Retirement Planning Counselor®. He has been working in the financial services industry since 2011. His focus is on helping individuals and families manage their...

 

*For the second year in a row, OneGroup Retirement Advisors has been named one of The National Association of Plan Advisors (NAPA) Top DC (defined contribution) Advisor Teams. This year’s list, which focuses on teams with at least $100 million in AUA, represents more than $1 trillion in DC assets under advisement.  Significantly, those teams include more than 1500 advisors – and many more support personnel – working to help Americans prepare for a financially satisfying retirement in 40 states and Puerto Rico. 

*Chuck Baracco and Mike Tisdell received individual recognition by being named to NAPA’s list of Top Advisors under 40.  The list is compiled based on nominations provided by NAPA Broker-Dealer/RIA Firm Partners. Nominations are vetted by a panel of senior advisor industry experts and evaluated based on a combination of quantitative and qualitative data. The individuals named are widely regarded as future leaders within the retirement plan advisor industry. ​

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Our Partners

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