• Welcome to Hamilton Cavanaugh & Associates

    Our extensive knowledge and expertise in the financial services industry enables us to ensure the success of our clients’ Retirement Programs. Hamilton Cavanaugh possesses a unique combination of competencies that is critical to managing the complexities of plan administration, compliance, and employee education. Our paramount goal is to ensure our clients consistently offer their employees retirement plans and investments that are competitive, cost-effective, and compliant.

    We specialize in implementing and servicing retirement programs, pension plans & executive compensation programs, and our personnel, processes and technologies have been developed to provide creative solutions to the challenges faced by our clients.  We have also mastered a particular expertise in the not-for-profit marketplace and have representatives who are specifically trained to respond to the unique needs of our not-for-profit clients.

    We know that quality of service and responsiveness are two key components which make an organization outstanding, and we are dedicated to both. Whether you are a plan sponsor or a participant, we are committed to helping you prepare for retirement.

    Plan Design

    Whether reviewing an existing design or implementing a brand new plan, we can offer cost-effetive solutions to meet your organization's needs. Contact us us to learn more.

    Ongoing Support

    We work with you to help alleviate the many administrative burdens that accompany retirement plans . Learn more

    Co-Fiduciary Services

    Co-fiduciary and fund management services are available through our affiliated Registered Investment Advisor, Aspire Advisors, LLC.