50+ EMPLOYEES

11

Strategic Retirement Partners

Employees 83 | Firm Type Hybrid | Managing Partner Jeff Cullen | Location Shorewood, Illinois | Primary Custodian LPL Financial |

Work-life balance is the theme at Strategic Retirement Partners, which was a remote company even before Covid-19 hit. 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. For one of its employee appreciation programs, the firm brought in a mixologist.