Teros Advisors

We know our stuff. And we’ve got your back.

Most retirement plan advisors measure success by the number of plans serviced or dollars under management. At Teros, we look to a simpler metric: how many minds can we put at ease today? The way we see it, that’s what having a Retirement Plan Advisor is all about. Employers can rest easy, knowing that their plan is being properly and proactively managed to meet its goals. And employees can save confidently, trusting that the dollars they’re socking away today will pay off tomorrow.

Experienced

With 20 years and counting in retirement planning, we know how to position people to reach their retirement goals.

Independent

As a fully independent retirement plan advisory, we offer comprehensive and unbiased advice and recommendations. Our only allegiance is to our clients..

Diligent

On our watch, retirement plans receive the continuous care, analysis and attention that success truly demands.

RIA (Resources Investment Advisors) Member Firm

Representing 1000+ retirement plan clients and over $10 Billion in plan assets, RIA’s network of experienced advisory practices provides depth and breadth to any size plan.

We Believe in the Bay Area

As passionate advocates for our community, we proudly support organizations and institutions that make a positive impact on our region. As donors, volunteers and sponsors, we are proud to make a difference.