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As the situation in Ukraine evolves, businesses should be mindful of potential risks to their people, assets, operations, or supply chains in the region and globally. Marsh, as part of the Marsh McLennan family of companies, has created a page with information, tools, and resources related to the Russia-Ukraine conflict. Please visit the page for the latest information.

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Retirement & Wealth

Start planning for your employees, your individual needs, or both. Supported by insights from the world’s leading professional services firm, our Retirement & Wealth Management services cover the full spectrum of financial planning.

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We listen.

Listening to you is the first step in our process. We aim to understand what you are looking for in a program. Learning about your needs helps us ensure we bring you the solutions that fit your business.

We have size, scale, and depth.

Partner with a company that brings the warmth and connection of your neighborhood boutique firm and empowers it with the global resources of a Fortune 250 company.

We are not just “yes people.”

Work with thoughtful, honest, and strategic partners who commit to helping clients reach their goals.

We have a knowledge-based process.

Utilize our definable processes to build a plan customized to meet your needs.

Our Offerings

From business retirement plans to wealth management solutions for individuals, Marsh McLennan Agency delivers a full spectrum of financial planning and advisement.
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Employer Retirement Plans

Meet the needs of your workforce by delivering impactful 401(k) or 403(b) retirement plans built for your business.

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Financial Well-being

Cover every aspect of employee well-being by adding our financial education and guidance to your organization’s wellness offerings.

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ERISA Consulting Services

Understand and apply your fiduciary duties with confidence. Use our insights to take on the changing regulatory and legislative landscape.

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Wealth Management

Reaching your goals, reducing risk, and protecting what’s important to you can be complicated. We’re here to help make the complex simple.

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Financial Education

Turn our knowledge into your power. Utilize a variety of financial security and well-being insight pieces to keep up with the latest trends.

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MMA IRA

Whether rolling over an existing retirement account or opening a new one, MMA IRA is a seamless, low-cost service for your retirement savings.

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Featured Insights

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401(k) alternatives to save for your retirement

12/08/2023
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What to do if your 401(k) is losing money

11/22/2023
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Craig Reid is quoted in USA Today

11/20/2023
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Featured Events

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Webinar | Medicare 101

12/12/2023
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Webinar | Student loans

01/24/2024
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Click here to view our Form ADV Part 2A Brochure for Services to Employer-Sponsored Retirement Plans.

Click here to view our Form ADV Part 2A Brochure for MMA Prosper WiseSM Services.

Click here to view our Form ADV Part 2A Brochure for Personalized Advisory Services.

We are providing this information to you in our capacity as financial professionals  with knowledge and experience in the insurance and securities industries, and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein.

Changes to factual circumstances or to any rules or other guidance relied upon may affect the accuracy of the information provided. Marsh & McLennan Agency LLC is not obligated to provide updates on the information presented herein. This website is solely for informational purposes.

Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment adviser with its main office at 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Investment advisory services additionally offered through MMA Asset Management LLC, a federally registered investment adviser with its home office at Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428. Phone; (610) 684-3200. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC, MMA Securities LLC, and MMA Asset Management LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a registered investment adviser through MMA Securities. Certain of the investment adviser representatives of both MMA Securities and MMA Asset Management LLC are additionally registered representatives of MMA Securities.

A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. Please consult a tax professional for specific tax inquiries and recommendations. Advisory services are only offered to clients or prospective clients where MMA Securities and/or MMA Asset Management, and its representatives, are properly licensed or are exempt from licensure. Past performance is no guarantee of future returns and investing involves risk and possible loss of principal capital. No advice may be rendered unless a client agreement is in place.

d/b/a in California as Marsh & McLennan Insurance Agency LLC; CA Insurance Lic: 0H18131.

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