About Hamilton Cavanaugh & Associates

In 1986, John Hamilton formed Hamilton Cavanaugh and Associates with a specific goal: he sought to create a firm that would be a premier retirement and financial planning resource. He made a commitment that the business would be guided by three core principals: (1) unmatched expertise; (2) extraordinary depth of programs; and (3) outstanding service. Now, nearly two decades later, Hamilton Cavanaugh and Associates is pleased to be a firm that exemplifies that original vision.

Allow us to detail how these three core principals best serve you, the program sponsor.

1. Unmatched expertise: When you work with Hamilton Cavanaugh, you work with Retirement Advisors who are uniquely qualified to design, develop, implement, service, and continually evaluate your firm’s retirement and financial planning offerings. We realize that the array of these offerings and their accompanying regulations can be overwhelming – especially in light of the vast number of options available today. Hamilton Cavanaugh is a firm that delights in this complexity. We know that this complexity is what allows us to tailor each retirement solution to meet the unique needs of your organization. Today’s investment world is definitely not a “one-size-fits-all” environment. When you work with Hamilton Cavanaugh, you are assured of working with seasoned professionals who skillfully navigate the entire scope of retirement benefits – from soliciting proposals, through implementing and administering the finalized products. At Hamilton Cavanaugh, we see you, the program sponsor, as our valued partner in this entire process. We know that the end result of this process, the creation of the best retirement and financial planning offerings possible, is something that we both prize as our most important goal.
2. Extraordinary Depth of Programs: At Hamilton Cavanaugh, we know that today’s employees look to programs sponsors for a deeper range of services encompassing the entire lifecycle – from educational planning for young children, all the way through long-term care insurance. The Retirement Advisors at Hamilton Cavanaugh have an extraordinary depth of programs at their disposal to meet this wider spectrum of needs. We have thorough expertise in designing employer-sponsored retirement plans, including 401(k), 403(b), 457(b) and Executive Compensation Plans. We offer a full range of individual retirement products and services, from Roth and Traditional IRAs to fixed and variable annuities. Moreover, we offer a variety of additional programs, from mutual funds to innovative Church Plans. These products are not simply “off the shelf” solutions. Rather, the professionals at Hamilton Cavanaugh tailor each offering to match your particular need as a program sponsor. We know that your employees look to you for a wide range of quality programs. Trust Hamilton Cavanaugh to help you exceed your employees’ expectations.
3. Outstanding Service: As a program sponsor, you know that the implementation of any retirement program is only the beginning; the real work occurs when providing on-going service. Employee concerns, questions, and continuing needs must be addressed quickly and courteously if an offering is to be successful. At Hamilton Cavanaugh, we pride ourselves on our commitment to outstanding service. As a Registered Investment Advisor, we are uniquely positioned to provide investment advice and recommendations to program participants.

We know that the real focus of our work is not plans, provisions, regulations, or reports. Rather, we remember that people – our clients – are the reason we exist as a company. We try to remember that behind every retirement account is a person striving for financial independence, and behind every College Savings Plan is a parent or grandparent planning for a child’s future. At Hamilton Cavanaugh, our ability to value people as individuals is the key to our success in serving our client base as a whole.

Hamilton Cavanaugh is proud to be endorsed by GNYHA (Greater New York Hospital Association), HANYS (Healthcare Association of New York State), and NYAHSA (New York Association of Homes & Services for the Aging).