27T Financial is a financial services firm focused on helping organizations and individuals address the retirement savings gap. Founded around the mission of closing the $27 trillion shortfall, the firm emphasizes accessible financial planning, education, collaboration, and transparent guidance. Its services are led by financial advisor Will Ham, CPFA®, NQPA™, and include fiduciary and investment support for employer retirement plans.

For organizations, 27T Financial provides strategic plan guidance tailored to evolving goals. This includes managing plan documentation and processes, developing and updating Investment Policy Statements, assessing providers through regular requests for proposals, and aligning investment decisions and fund lineups with plan objectives. The firm also offers employees personalized guidance through regular one-on-one meetings to help them understand their benefits and make informed investment decisions.

27T Financial shares educational resources through its blog, covering topics such as inflation, interest rates, market cycles, and workplace financial planning. The firm’s stated aim is to help clients make stronger long-term decisions and build more secure retirement futures.