Your Guide from Hire to Retire - Rose Street Advisors

Growing a company today is not easy. There's a ton of uncertainty, it's difficult to find good talent, and costs of doing business are increasing. Our process at Rose Street Advisors provides the strategy companies need to grow with confidence. Our teams are client-focused and will take a holistic approach to your employee benefits, HR consulting, wealth management, life insurance, and retirement needs.



More than an agency, our benefits team has perfected their craft. Arm yourself with an informed, versatile and responsive lineup of advisors.


Our HR services help build an environment that encourages engagement and compliance through strong support. 


Our wealth management team boasts the knowledge, resources and manpower to elevate your portfolio beyond one-dimensional product strategies.


Planning that extends your legacy and safeguards your passions. We prepare the foundation for families, companies, and portfolios for the future.

Retirement planning

Removing the guesswork, doing the busywork and planning on behalf of your employees. Plan options and a complex legislative environment demand the right team of advisors.

Your guide from hire to retire and beyond.

The Team

Don’t just take it from us.

We have some of the best clients in the world, and some were willing to share their experiences.

Client testimonials may not be representative of the experience of other clients and do not guarantee future performance or success. Clients were not paid for their participation. None of the testimonial content relates in any way to the provision of investment advisory services.

We are proud to be one of over 130

independent firms to qualify as a member of

M Financial Group.

0 %
Our Employee Benefits Client Retention Rate (2023)

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