KerberRose has been named to the National Association of Plan Advisor’s (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of $100 Million.
NAPA’s numerous prestigious lists have become known as the nation’s leading voice for retirement plan advisors and an indicator of reputable firms and advisors in the retirement plan industry.
“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” noted Nevin Adams, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors.
This year’s list features a record number of advisor teams overseeing nearly $2 trillion in DC plan assets for more than 56,000 plans, covering approximately 28 million participants. Among these advisor teams is KerberRose.
Tony Powers, AIF, CFP, CRPS, Shareholder and President of KerberRose Wealth Management, shared the following praise about his team, “We are honored to be named to this list alongside the nation’s best retirement plan advisor teams. We are continually grateful to our valued clients for choosing KerberRose’s retirement team to place their trust in. Our advisors take their fiduciary responsibility to heart, so it’s rewarding to see our years of specialized experience and unwavering commitment to our clients produce such great results.”
The list of NAPA’s Top DC Advisor Teams is available online at https://bit.ly/2021DCteams, and will be published in the Spring issue of NAPA Net, the Magazine.
KerberRose is a certified public accounting firm specializing in accounting, tax, audit, wealth management, payroll, business strategy and human resource consulting, and technology services. KerberRose was listed on Inside Public Accounting’s Top 200 Firms in 2021. With more than 200 professional staff members and offices in Antigo, Appleton, Clintonville, Green Bay, Oshkosh, Rhinelander, Shawano, Sister Bay, Stevens Point, Wausau, Wisconsin Rapids, and Marquette, MI; KerberRose is a trusted business advisor, combining the expertise of a leading regional firm with the convenience, familiarity and passion of a local provider. More information about KerberRose is available at www.kerberrose.com.