White Horse Advisors is a specialized financial advisory firm that serves two distinct markets: retirement plan committees and owners of closely-held businesses.
Through the Navix system, White Horse Advisors works with business owners to chart and follow a course to achieving their individual business and personal goals. With more than 15 years of working one-on-one with owners of closely-held businesses, White Horse Advisors is uniquely capable of positioning clients for exit success.
As an advocate for plan sponsors, White Horse Advisors guides its Coverity program clients through the maze of investment options, fee disclosure, plan design considerations, participant education, administrative architecture, and vendor resources. We act as an ERISA Section 321 fiduciary to our plan sponsor clients and help them make strong decisions on the complex issues, insure they stay ahead of the curve on regulatory issues, and focus on success through design, evaluation, and plan oversight.
Our objectivity, creativity and experience help us provide financial peace of mind to our corporate and business owner clients.
White Horse Advisors is a specialized financial advisory firm that serves two distinct markets: retirement plan committees and owners of closely-held businesses.
Through the Navix system, White Horse Advisors works with business owners to chart and follow a course for their individual business and personal goals. With team members who have more than 15 years of working one-on-one with owners of closely-held businesses, White Horse Advisors is capable of positioning clients to exit their business.
As an advocate for plan sponsors, White Horse Advisors guides its CoVerity program clients through the maze of investment options, fee disclosure, plan design considerations, participant education, administrative architecture and vendor resources. As an ERISA Section 321 fiduciary for our plan sponsor clients, we help them make strong decisions, stay ahead of the curve on regulatory issues and focus on success through design, evaluation, and plan oversight.
Our objectivity, creativity and experience help us provide financial peace of mind to our corporate and business owner clients.
