A plan built around you — your timeline, your goals, your life.

What we help you plan for

If you're feeling uncertain about retirement, working with us is the right choice. Without a plan, it's easy to keep feeling stressed about finances, miss out on opportunities, and face insecurity — you shouldn't have to navigate it alone.

An investment plan tailored to your goals, timeline, and comfort with risk.

Our Investment Philosophy

You’ve worked hard to build your business and a culture that attracts and retains top talent — and choosing the right defined contribution plan is a critical next step. Our team helps design and manage a plan that aligns with both your organizational priorities and your employees’ needs, delivering end-to-end support from provider searches and plan reviews to independent investment insights. As your business grows and changes, we act as an extension of your team, with a deep understanding of regulatory shifts and market trends, so you can stay focused on running your business with confidence.

Our governmental and non-ERISA clients have access to the same open-architecture investment lineup, investment due diligence, and education offerings as our ERISA (corporate) plan clients.

How we support your plan

Provider Analysis

Provider analyses at onboarding and as needed — clarifying your goals, surfacing cost savings, and guiding fiduciaries through any transition, including employee education on new offerings.

Service Providers & Program Design

We work with every recordkeeper, TPA, and payroll provider, recommending the right mix for cost and administrative efficiency — pairing best-in-class providers with best-in-class education.

Plan Design & Support

We monitor plan-level success metrics and select, monitor, and evaluate investments. We can serve as 3(21) Co-Fiduciary or 3(38) Fiduciary, and offer Model Portfolio services.

Employee Engagement

Tailored education that seeks to improve employee understanding and use of benefits, with specialized guidance for owners, C-suite, and senior staff.

Your Plan Team

Devon Johnson, ARPC

Retirement Plans Relationship Manager

djohnson@polarisadvisors.net

Devon Roberson

Financial Advisor

droberson@polarisadvisors.net

Stay informed and empowered with financial planning insights, market perspectives, and more from our team.

Timely insights on financial planning, investing, taxes, and everyday money decisions.

Each week, the LPL Financial Research team shares thoughtful insight on the latest market news. Read this week's edition right here, or download it to keep.

Every so often, our Chief Investment Officer shares a candid take on a topic shaping the markets — our honest opinion on what it means, what we'd recommend, and what we're doing about it. Read the latest below, or download it to keep.

Short, helpful videos that break down important financial topics in plain language.

Watch our latest videos and the Polaris Podcasts right here. Our library covers topics like behavioral finance, Social Security, retirement readiness, market basics, and everyday money decisions.

Interactive tools to help you explore your financial questions.

Estimates only. The calculators above are educational tools that produce hypothetical results based solely on the information you provide. Actual results will vary and are not guaranteed. They do not constitute financial, tax, legal, or investment advice, and should not be the sole basis for any financial decision. Investing involves risk, including possible loss of principal. Please consult a qualified Polaris Advisors professional before acting on any results.

Polaris Advisors takes your privacy seriously. We do not sell your personal information.

If you have questions about how your information is handled, or you'd like to make a privacy request, please contact us by phone at (717) 775-8061 or by email at info@polarisadvisors.net.