50+ EMPLOYEES

6

Strategic Retirement Partners

Employees 77 | Firm Type Hybrid | Managing partner Jeffrey Cullen | Location Shorewood, Ill. | Primary Custodian LPL Financial | Broker Dealer LPL Financial

Work-life balance is the theme at Strategic Retirement Partners, where 70% of the team works from home in a cloud-based environment. Its talent and culture-centric philosophy toward human capital helps the firm attract and retain top-tier advisers. Advisers benefit from a suite of services, including operational support, relationship management, innovative IT solutions, marketing, and investment research.