About Us

We believe everyone should have the opportunity to create a secure financial future for themselves. That's why we've been helping employers empower their employees to save more through effective retirement benefit plans since 1991.

A financial advisor shaking hands with a client
Two employees discussing plan options in front of a laptop
Two female employees talking in front of a window in a corporate office building
A group of employees during a board meeting
Two employees sitting in a collaboration area in a corporate office building

Clients Always Come First

While profits are important, it’s not what drives our business. Relationships are. We strategically keep our client portfolio selective. By offering exclusive service, we won’t compromise the best interests of our clients. Operating this way means we can drive results for every client we work with.

Two female employees looking at a laptop
Employees shaking hands

We Sit On Your Side Of The Table

As Fiduciary Advisors, we are legally obligated to make decisions that benefit our clients first. That means we’ll make sure your retirement plan does what it should - create business value while strengthening retirement security for your employees.

Your Success Matters To Us

We know how complex retirement plans can be but we also know how important it is to support your employees’ financial future. Saving for retirement is personal, which is why we tailor our approach with the aim of achieving positive outcomes for everyone.

We do this through


The fiduciary standard is our starting point. We strive to exceed that level in all we do.


Responsible planning is paramount in helping our clients achieve success in retirement

Employee Empowerment

We believe that educating employees allows them to make more savvy decisions about their future

Meet The Team

Patrick McGinn, CFA®


Patrick has been in the securities industry since 1993.  He holds the Chartered Financial Analyst®designation and is a member CFA Society Boston. He has 30 years of investment, retirement plan, and employee education experience.

An image of Patrick McGinn, CFA, president of Retirement Resources
An image of Jim Phillips, Founder of Retirement Resources

Jim Phillips


Jim worked for large national investment firms before starting Retirement Resources in 1990. He has extensive experience in investments, retirement plans and employee communications and has previously served on the Leadership Council of the National Association of Plan Advisors.

Here’s what we manage


Average client relationship length


Plan participants


Assets under management

*As of June 30, 2023, this data is subject to change without prior notice and should not be interpreted as a guarantee of specific outcomes or a promise of a particular result.

Awards and Certifications


Good retirement plans check the boxes

Great ones plan with purpose and enhance the retirement security of your employees. Let us help you move from good to great.