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Our Services

We specialize in the primary areas of Workplace Retirement Plan Consulting, Employee Financial Wellness and Education, and Private Wealth Management.

As retirement plan experts, DC Advisors works with employers to help optimize their pensions, 401k, 403b and 457 plans and provide employee support services.  Our financial planning and wealth management services are comprehensive, delivered by a team with extensive knowledge and decades of experience in the industry.

DC Advisors is guided by best practices as it helps clients make informed decisions about their financial future, designing investment strategies with the highest standards.

Our relationship with clients is built on trust, sustained with communication and transparency. Staying connected gives us the opportunity to check on any changes and ensure your financial path remains solid, and provides you the clarity and confidence that you’re headed in the right direction.

“We genuinely care about people reaching their goals,” says President Kevin Cicci. “We set milestones for them that are achievable, and it’s rewarding to track their progress.”

Workplace Retirement Plan Consulting

We understand how vital your retirement plan is to the wellbeing of your company and employees. As your dedicated advisor, we help your business with all aspects of your plan, from helping you evaluate your plan design to helping with, or totally outsourcing, your fiduciary responsibilities.

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Employee Financial Wellness and Education

We develop a targeted employee education program specific to each client’s unique needs, offering employees access to our expert guidance for retirement. Our services include measuring results, impacting overall retirement readiness, and employee financial literacy.

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Private Wealth Management

DC Advisors provides private wealth consulting services and individual financial planning through LPL Financial. We advise clients on insurance and investment portfolio development, risk management, retirement planning and college education plans. Our investment strategies are always centered on the client.

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