Retirement Fund Management (RFM) is an Atlanta, GA-based Registered Investment Advisor with the SEC. We offer retirement plan advisory services to organizations throughout the Southeast, serving employees and employers on a fee-only basis. The companies we serve focus on employee financial health representing a broad range of industries and sizes.

The plans we service include 401(k), Defined Benefit Pensions, 403(b) and other Qualified and Non-Qualified Retirement plans. We deliver expertise guided by the goal of readying employees for enjoyable retirement years. Our commitment is to be objective, unbiased and free from any conflicts of interest.

RFM’S LEADERSHIP

Mark McCoy, RFM’s Founder and President, observed that the industry and the advisement of retirement plans was evolving after serving for many years in various bank institutional trust departments. He believed several issues would soon be important factors of how a prudently designed and operated plan would be managed. These beliefs were foundational when RFM opened its doors in 1996 and continue to be at the core of what guides our firm today.

Together, Mark and the RFM team continue to strive for innovation with the investment process, in addition to promoting financial wellness and plan health measures to achieve financial security for employers and employees.

We’d be honored to serve you, too.

RFM’S History at-a-glance