Employer-Sponsored Retirement Account managed for you to empower your future.

At Stadia Financial, we know that managing your investments, especially those tied to your employer-sponsored retirement plans, can be overwhelming. You’re already juggling the demands of daily life, work, and planning for the future, and managing one of your largest financial assets—your 401(k), 403(b), or 457 plans—can feel like another full-time job. We’re here to help. 

Understanding employer-sponsored retirement plans. 

Our focus is simple: We put your financial needs first, helping you grow your retirement investments while giving you peace of mind. We take a proactive approach to managing your employer-sponsored retirement plans, allowing you to focus on what matters most: living your life.

Employer-sponsored retirement plans, such as 401(k), 403(b), and 457 plans, are one of the most powerful tools available for building your financial future. These plans offer you the ability to invest money tax-deferred or tax-free (in the case of Roth options) and provide a solid foundation for long-term financial growth. 

Traditionally, many investors have felt stuck with their employer-sponsored retirement plans because they cannot move their assets to be managed by an advisor. But we’re changing that. With new technology we’ve implemented here at Stadia Financial, we can proactively manage, monitor, and rebalance these accounts just like your other assets with us.

You may be invested in a target date fund in your employer-sponsored retirement plan.  Did you know that target date funds have proven to underperform whether they are your sole investment or part of your 401(k), 403(b) or 457 portfolios? Managing your overall portfolio, including your employer-sponsored accounts, helps us focus on your bigger financial picture to make sure you are benefiting most from all investment sources. 

Industry studies have shown that professional management of these accounts can generate 3% more returns each year, net of fees, versus managing these accounts yourself. 

Investment strategies customized to your goals.

At Stadia Financial, we don’t believe in cookie-cutter solutions. We know that every client is unique, with their own financial goals, risk tolerance, and time horizon. That’s why our team of experienced advisors works closely with you to create a personalized investment strategy that fits your life. Here’s what you can expect from us: 

A personalized financial plan.

We start by understanding what matters most to you. Are you planning to retire early? Looking to build a legacy for your family? Want to balance saving for retirement with enjoying life today? Whatever your goals are, we’ll help create a plan that’s designed specifically for you. 

Proactive portfolio management.

With our advanced technology, we regularly monitor and manage your investments. We proactively rebalance your portfolio, taking advantage of opportunities while minimizing risk. This ensures that your retirement assets are always optimized for growth and stability. 

Tailored investment choices.

We work within the investment options available in your specific employer-sponsored plan, selecting the ones that best align with your goals. Whether it’s stocks, bonds, mutual funds, or target-date funds, we choose the best mix to grow your wealth over time. 

Risk management and growth.

We believe in a balanced approach to wealth management—one that prioritizes growth but also manages risk. Our strategies are designed to help your retirement portfolio weather market volatility while steadily growing over the long term. 

Clear communication and transparency.

We’re with you every step of the way. Through regular updates and easy-to-read reports, you’ll always know how your retirement investments are performing. Our team is also available to answer any questions you have, making sure you’re never in the dark. 

A client-first focus and unmatched customer service. 

At Stadia Financial, we put your needs first because we believe that your financial success is our success. Our mission is to help you achieve your financial goals while still enjoying your life. Whether you’re building your career, raising a family, or planning for retirement, we’re here to help you make the most of your financial future without sacrificing the things that matter today. 

We don’t just set it and forget it. We actively manage your employer-sponsored retirement plan to keep your portfolio optimized and aligned with your goals. 

Our technology allows us to directly manage and rebalance your 401(k), 403(b), or 457 plan using the investment options available in your employer-sponsored account. 

Your life is unique, and so are your financial goals. We create customized strategies that reflect your aspirations, risk tolerance, and retirement timeline. 

We believe in keeping you informed. With regular updates, reports, and clear communication, you’ll always know how your investments are performing.

At Stadia Financial you are our top priority. We put your financial goals at the center of everything we do, working tirelessly to help you succeed.