Markets move and regulations change. At Channel Financial, we remember that retirement plans hold real money for real people and the decisions that we help employers and individuals make have a lasting impact on their lives.

Since opening the doors in 2002, our focus has been on protecting plan fiduciaries, simplifying plan management and inspiring retirement readiness. 

We have the clients and credentials to show that our experience can create lasting impacts for organizations and families. We use powerful behavioral finance strategies and technology to efficiently engage with participants.


2019: PLANSPONSOR Retirement Plan Adviser of the Year Finalist

2017: Member of the Financial Times Top 401 Retirement Plan Advisers (James McDonald)

2017: PLANADVISER Top 100 Teams

2016: PLANADVISER Top 100 Teams

2015: PLANADVISER Top 100 Teams

2015: NAPA Young Guns Top 50 Advisors Under 40 (Dan Stewart)

2015: Finalist for SPARK Award in Plan Design Innovation

2015: Member of the Financial Times Top 401 Retirement Plan Advisers (Matt Gulseth)

2014: PLANSPONSOR Retirement Plan Adviser Team of the Year Finalists

2014: Behavioral Finance Innovator Award presented by Allianz Global Advisors

2011: 401kWire’s 300 Most Influential DC Advisors

2010: 401kWire’s 300 Most Influential DC Advisors 

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Let us help you plan for whatever might come next.