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Tidmore Retirement Planning Specialists

EST. AUM
$112,894,012

CONTACTS

CLIENT ACCOUNTS
306

Firm Details

Metro area Cleveland
CRD Number 121028
Website tidmorerps.com
Client types

Overview

Tidmore Retirement Planning Specialists is the business name of Premier Investment Advisors, Inc., an SEC-registered investment adviser headquartered in Beachwood, Ohio. Founded in 2000 by Dennis L. Tidmore, the firm focuses on retirement planning, fiduciary investment advice, asset management, financial planning, and ERISA retirement-plan consulting. It serves individuals, high-net-worth clients, IRAs, 401(k)s, profit-sharing plans, cash-balance plans, and other qualified retirement plans. The firm provides portfolio construction, investment-policy development, manager and fund evaluation, plan investment monitoring, participant education, and discretionary 3(38) fiduciary services. It also uses co-advisory arrangements and independent custodians, including Charles Schwab, to support client accounts and retirement-plan mandates.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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