Stop leaving your retirement savings scattered across past employers. Let our fiduciaries help you safely consolidate your 401(k)s into a single, cohesive Rollover IRA without the administrative headache or tax penalties.
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Complete Portfolio Clarity: Combine multiple old accounts into one clear, professionally managed strategy you can easily track.
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Zero Tax Penalties: We guide you through a flawless direct rollover so you never accidentally trigger a taxable distribution from the IRS.
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Upgrade Your Investments: Escape the limited, high-fee mutual fund menus of corporate 401(k) plans and upgrade to a custom portfolio with comprehensive wealth management.
The Dilemma: Scattered Assets vs. The Rollover Headache
The Rollover Headache: You know you need to consolidate, but the process is intimidating. Dealing with 1-800 numbers at massive brokerages, navigating clunky HR portals, and worrying about a paperwork mistake that could trigger a massive IRS tax penalty keeps you paralyzed in inaction.
The Scattered Asset Trap: Leaving old 401(k)s behind with former employers creates "orphan accounts." Your wealth is put on autopilot. You lose track of performance, pay hidden administrative fees, and suffer from a disjointed investment strategy that makes it impossible to know if your retirement is actually on track.
The Solution: A Frictionless, Tax-Free Transfer
We remove the friction from the consolidation process. We evaluate your existing 401(k)s to identify excessive fees, and then we act as your guide. We help you navigate the direct institution-to-institution transfer, ensuring your capital moves safely without triggering a single tax penalty. Once consolidated, we replace off-the-shelf mutual funds with a custom-built strategy tailored to your exact retirement goals.
Start Your Rollover Plan
A brief, zero-pressure discussion to review your current accounts.
100% Fee-Only Fiduciaries
Based in Bloomfield Hills, MI
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The GPM Difference:
"Corporate 401(k) plans are built for the masses, offering limited choices and hidden fees. Many standard brokers will simply roll those assets into another generic pool of expensive mutual funds. We provide direct ownership. As fee-only fiduciaries, we manage your rollover using individual equities—providing complete transparency, lower internal costs, and real alignment. We invest our own capital directly alongside yours." - Joe Griffin
Your Path to Consolidation in Three Simple Steps:
01
15-Minute Confidential Call
A strictly confidential review to discuss how many accounts you have, where they are held, and your long-term retirement timeline.
02
The Strategy & Transfer
We map out your new, upgraded portfolio and guide you step-by-step through the direct rollover paperwork to ensure zero tax penalties.
03
Seamless Execution
Once the funds safely arrive in your new IRA, we actively manage the capital to keep your retirement plan on track and continuously growing.
