Troy L. Redstone
AIF®, CFEI®, CBFA®
PHD. Retirement Consulting
Overland Park, KS
Client Plans: 52
Troy Redstone launched PHD. Retirement Consulting in the spring of 2013 to focus exclusively on qualified retirement plans, specifically on Plan Health Design and the dynamics of Behavioral Finance, such as Financial Wellness. As the chief architect of plan design for his client base, Mr. Redstone is a Behavioral Finance Specialist who turns behavioral challenges into behavioral solutions. An author, featured speaker, and retirement plan consultant, he focuses on helping employees retire on their own terms and helps employers build a Health & Wellness System to promote healthy plans with a defensible due diligence process. Mr. Redstone holds a BA in Behavioral Psychology from the University of Alabama and an MBA in Finance from Rockhurst University.
In 2017, to be eligible as a finalist for PLANSPONSOR Adviser Team of the Year, advisers had to meet the following minimum criteria: having a majority of business revenue derived from employer-sponsored retirement plans, serving as a fiduciary, being committed to fee-based compensation and using outcome-based metrics of plan success with clients. PLANADVISER Top 100 Retirement Plan Advisers are selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees. ASPPA/NAPA 401(k) Leadership: nominated and selected by industry peers based on leadership, innovation and contributions to the retirement plan industry. NAPA Top DC Advisor Firms are selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees. FT Top 401 Retirement Advisors: selected based on assets under management in defined contribution (DC) plans, degree of specialization, growth in number of plans and assets under management, average participation rate in advised DC plans, years of experience, industry certifications, and compliance record.
Advisory Services provided through LPL Financial, Registered Investment Advisor and member FINRA/SIPC. GRP Advisor Alliance is an independent network of retirement focused advisors. GRP is not affiliated with or endorsed by LPL Financial.