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j.barry@lpl.com

Fiduciary Retirement Plan Advisors 

Dedicated to the Success of Your Retirement Plan and Your Participants. 

At JMB Allegiance Retirement Partners,
401(k) Retirement Plans Are What We Do!

 As independent plan fiduciaries, we believe a successful retirement plan is built on four essentials: thoughtful plan design, strong fiduciary oversight, prudent governance, and participant outcomes that support retirement readiness. 

We work exclusively in the best interests of plan sponsors and their employees, providing professional advice, proactive service, and a commitment to excellence.

Click here for an Independent evaluation of your company’s retirement plan or plan needs

About Our Firm

JMB Allegiance Retirement Partners was founded by two advisors with a shared focus on the 401(k) retirement plan market. We do not simply advise on an occasional plan—we specialize in 401(k) plans so you don't have to. Co-founders John Barry and Richard Isaacs bring more than 60 years of combined retirement plan and investment experience and lead service teams committed to successful outcomes. Whether you already sponsor a plan or are considering offering one, we will guide you every step of the way. 

Our Promise
Straightforward Guidance, Diligent Monitoring, and Attentive Service

Our process is designed to be clear from day one so you always know what to expect.

Start With a Conversation

Let’s discuss why you have a plan or want a plan. What are your goals and concerns as a sponsor, and what goals do you have for your employees?

Map Out a Strategy

We work with plans of all sizes. Together we’ll create a strategy that meets your goals of plan success and the goals of your participants.

Plan for the Future

Our commitment doesn't begin and end with enrollment or separation. We provide ongoing, personal support to your team and your participants every step of the way.

Let's Build Your Plan

Our Resources
Good Reads, Smart Thinking

We like sharing ideas that help our clients think differently about money and life. Browse the latest articles, guides, and insights below.

Top 5 Things to Tell Your Financial Pro

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.
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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn More
Understanding Qualified Charitable Distributions

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Learn More

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Maximize Value From Your Plan Advisor

A Retirement Plan is a Valuable Benefit you provide for your Team.

Managing it shouldn’t be a full-time job. Add a dedicated fiduciary advisor to your roster today and bring elite-level value to every layer of your organization.

Add Value Now