The Maresh Yoshida 401k Group is a leading independent investment consulting firm that specializes in partnering with employers to manage successful retirement plan programs and who works with individual investors to design and implement long-term wealth management strategies.

Retirement Plan Consulting

We provide sponsors of defined contribution plans a full array of independent services designed to assist with and enhance the fiduciary oversight of their employee retirement plans.

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Retirement Plan Participants

We offer plan participants objective guidance on investment allocations, assistance with enrollment into new plans and help facilitate rollovers from previous employers’ 401k plans.

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Private Wealth Management

We use a personal approach and a variety of resources to create custom investment strategies designed to help individuals achieve their goals with an appropriate level of risk.

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