Financial Advisory Services
We provide independent consulting and financial services to corporations, governments, trusts and individuals.
Our founding principles include a commitment to improving outcomes by fostering informed decision making, resulting in more effective benefit programs and services. We act as a partner to plan fiduciaries and assume the duty to protect the interests of plan participants and other constituents.
We partner with you to achieve objectives efficiently
Each engagement begins with a foundation based on needs and a wholistic approach to setting objectives with you and your organization. Our core principal of improving outcomes embraces a whole person/entity approach, recognizing that financial and personal health are critical ingredients for a better society.
Our Firm and Services
Consulting
Our corporate and government consulting clients rely on our practical approach relying on years of experience with large and middle market employers and governmental entities.
Insurance Services
We provide a full range of financial services to support employee benefit plans and businesses, including small businesses and key individuals.
Retirement Plans
Wright Benefit Advisors is an Illinois Registered Investment Advisor providing fee only investment related services. We are fiduciary advisors for plans and individual clients.
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We combine our market knowlede and expertise to creating more efficient and stable benefit and financial plans across the United Stated and markets worldwide.
- Our firms and partners have over 50 years of serving our market
- Our model is working for you as your partner
- We partner with established middle market firms to deliver tailored services
- We work with all major insurance and investment service providers across the world
Testimonials
What Our Clients Say
Wright Benefits provides services that bridge the gap between the traditional risk management and insurance and today's focus on engagement and outcomes.
- "Wright Benefits provides a resource I know I can trust to adress our unique challenges in managing employee benefit plans." Trustee and CFO
- "Wright Benefits made complex concepts simple for our trustees to understand and take action on."
— City manager
- "Wright Benefit provided effective managment of a complex vendor evaluation project requiring specialized expertise in pooling and local government finance"
— Director, major intergovernmental risk pool