Brian Page serves as a trusted resource for retirement plan sponsors, guiding them through plan governance, fiduciary responsibilities, and evolving regulatory requirements. He partners closely with business owners and organizational leaders to bring clarity to complex retirement plan challenges, ensuring plans align with organizational goals while supporting strong participant outcomes.

Brian’s approach begins with listening—developing a deep understanding of each client’s workforce, objectives, and challenges—so he can deliver thoughtful, practical strategies that improve plan efficiency, mitigate risk, and enhance employee engagement. He is especially passionate about financial wellness education and empowering employees to achieve successful retirements.

Brian brought more than 20 years of experience helping organizations design, manage, and improve workplace retirement plans when he joined Moneta in 2025 after previously working with the firm as a retirement plan recordkeeping partner. Through that experience, he developed a strong appreciation for Moneta’s client-first philosophy, exceptional service model, and commitment to high-quality retirement plan consulting. Joining the Finerty Retirement Plan Team marked a natural and exciting next step, allowing him to collaborate with a group he has known and respected for many years.

Prior to Moneta, Brian spent 12 years as a Retirement Plan Consultant with EPIC Retirement Plan Services, more than six years as a Retirement Plan Advisor with Focus Partners Wealth, and nearly five years with Concordia Plans as a Retirement Solutions Consultant and Education Team Lead. Across these roles, he built broad expertise in plan design, administration, and participant education while serving a diverse range of plan sponsors and industries.

• Qualified 401(k) Administrator® (QKA®)
• Qualified Pension Administrator (QPA™)
• Qualified 401(k) Consultant (QKC®)
• Accredited Investment Fiduciary® (AIF®)
• Certified Plan Fiduciary Advisor (CPFA®)