Fiduciary Experts

An Experienced Team, Empowering Transparency in Retirement Plan Management

Fiduciary Experts LLC exists to empower institutions and government agencies to navigate the complexities of retirement plans with clarity and confidence. Composed of seasoned professionals with deep knowledge in financial services and fiduciary responsibility, we stand as an independent advisor, supporting you in every step of the process.

Our Commitment

Our primary objective is to foster open communication and transparency in retirement plan management. We work collaboratively with plan sponsors, trustees, and other stakeholders to ensure that plans are administered with the utmost integrity and efficiency.

1. Retirement Plan Advisory & Consulting Services

• Comprehensive assessment and evaluation of current plan design and governance practices
• Development of customized plans and strategies to address specific organizational needs
• Guidance on legal compliance and regulatory framework
• Implementation of transparent reporting and communication frameworks

2. Wealth Management

• Personalized investment strategies aligned with individual goals and risk tolerance
• Regular review and optimization of portfolio performance
• Open communication and ongoing monitoring to ensure portfolio alignment with evolving needs

3. Municipal Government Retirement & Financial Planning

• Specialized expertise in managing complex municipal retirement plans
• Assistance in fulfilling fiduciary responsibility requirements
• Development of training and educational programs for employees and stakeholders

Why Choose Fiduciary Experts LLC?

• Independent and Fiduciary: We stand apart from other consulting firms by prioritizing objectivity and transparency.
• Experienced Professionals: Our team boasts extensive knowledge and expertise in retirement plans, investment management, and fiduciary governance.
• Custom Solutions: We tailor our services to meet your unique needs and goals, ensuring relevance and effectiveness.
• Dedicated Communication: We prioritize open communication and collaboration, working alongside you every step of the way.

Meet Our Founder & CEO, Maribel Larios

Maribel Larios founded Fiduciary Experts LLC with a vision to empower institutions to take proactive control of their retirement plans and ensure optimal transparency for their stakeholders. With over two decades of experience in the financial services industry, Maribel brings a wealth of expertise and a commitment to providing personalized solutions tailored to each client's specific needs.