Your Business. Their Retirement.

Our F.O.C.U.S.


Let's F.O.C.U.S. On Your Corporate Retirement Plan

At Ellerbrock-Norris Wealth Strategies, everything we do is guided by one objective: providing your employees with a better chance of successfully saving for retirement. This is about so much more than just monitoring investments, it is about on you.

Our objectivity, transparency and evidence-based investment philosophy will help differentiate our offering from the others and help your employees achieve success.

Evidence shows that the overwhelming majority - 79 percent - of funds fail to meet their benchmarks over a 10-year period.*  Those that do are rarely able to repeat that feat. But far too many retirement plan advisors ignore those facts and instead build portfolios by trying to identify managers that will outperform.

* Source: Dimensional Fund Advisors, using CRSP data provided by The Center for Research in Security Prices, University of Chicago

Our Commitment To You

A Focus On Service

As a registered investment advisor, we're here to provide you and your employees direct, objective guidance on your retirement readiness by collaborating on risk assessment, saving strategies and evidence-based investment plans.

A Different Approach To Fees

For many providers, fees are a set percentage of fund expenses that stay the same as the plan grows. That means more assets equal higher fees. Our scalable, transparent fee structure means that as the employee assets in your plan grow, your fees as a percentage of assets decline. Our approach to fees means you and your employees will always be getting the most out of your plan.

Shouldering Liability

As part of your plan, Ellerbrock-Norris Wealth Strategies will take on the fiduciary responsibility for selecting and maintaining your mutual fund lineup.

Continual Plan Education

Your advisor will assist you in continual plan education and provide guidance about general investment principles and the investment alternatives available under your plan.

Committed To The Long Term

Decades of unbiased, peer-reviewed research and evidence have shown us the best way to build long-term wealth. Simply put, we are here to help give your employees a clear path to retirement success.

Making A Positive Impact From Day One

Make A Positive Change.

Start On Your Corporate Retirement Plan Today!