You Built the Business.

Now Build the Plan That Protects It.

If your company’s retirement plan is outdated, overpriced, or under-managed—you’re not just risking compliance issues.

You’re leaving value on the table.

Here's the hard truth

A list of benefits of limited investment options or bloated fees

Most business owners set up a retirement plan... then forget about it.


You deserve more than a “set it and forget it” 401(k).

You’re Not Just a Business Owner.

You’re a Plan Sponsor.

That means liability, responsibility, and decisions that impact dozens—maybe hundreds—of lives. But here's the good news: You don’t have to carry that weight alone.


At Exos Wealth Strategies, we help business owners:

We identify costly inefficiencies, optimize investment options, and modernize plan design to boost overall performance.

Fix Underperforming Plans

We turn retirement plans into tools for recruiting, retaining, and empowering employees with real financial guidance.

Empower Their Teams

Protect Against Liability

We help you implement processes, documentation, and oversight to reduce exposure and stay compliant.

We align your retirement plan with your exit strategy and long-term wealth goals so the business works for you—not just the other way around.

Coordinate With Their Financial Goals

What we do and why it matters to you

Plan Design & Optimization

We assess your existing plan—or help design one from scratch—to maximize benefits for owners, execs, and employees alike. Think: better tax efficiency, strategic contribution strategies, and streamlined design that works for your business.

Investment Oversight

We guide you through IRS testing, ERISA compliance, fee benchmarking, and vendor due diligence—so you stay protected and ahead of the curve.

Employee Resource & Engagement

We don’t just build plans—we help your people use them. From onboarding to retirement readiness seminars, we equip your team to make confident financial decisions. Happy, informed employees = better retention.

Owner-Centric Planning

You’re not just a plan sponsor. You’re a person with a future to plan. We build your personal financial strategy around your business—helping you extract value, prepare for succession, and coordinate your eventual exit.

why exos?

Other firms show up once a year with a PowerPoint.

We act like a true partner—because your retirement plan deserves it.

  • Independent, client-first advice
  • No product pushing, no hidden fees
  • Decades of combined plan experience
  • Personalized service that aligns your business + personal goals

Let’s Take a Closer Look at Your Plan.
We’ll review your current setup, identify blind spots, and show you how to optimize it—for your people, your company, and your own future.