Sheridan Road Financial
Sheridan Road Financial is a leading independent consulting firm providing corporate and not-forprofit retirement plan consulting services. Its services include investment advisory services, open architecture investment structures, plan design consulting, vendor searches, fiduciary best practices and comprehensive education services. Sheridan Road Advisors provides fee-based advice to private wealth management clients, customized portfolio management, and financial planning services to individuals, family offices, corporate, and not-for-profit clients. Morningstar & ASPPA recognized Sheridan Road Managing Partner Jim O’Shaughnessy as a 401(k) Advisor Leadership Award finalist in 2011. He was also recognized by 401kWire as one of the “Top 40 Most Influential Advisors” in Defined Contribution Plans, and was named a “Top 20 Rising Star” by Institutional Investor News.
Client Plans: 180