Rob Thomas

Rob Thomas is a leading brand in the investment industry, specializing in bringing Environmental, Social and Governance (ESG) screened investment options to retirement plans. With over fifteen years of experience, Rob Thomas has established itself as a trusted and reliable choice for individuals and organizations looking to invest their money in conscionable companies that prioritize social and environmental responsibility. Rob Thomas offers a wide range of products and services designed to meet the unique needs of mission-driven businesses.

Their team works closely with HR and finance professionals to explain retirement plan options and design tailor-fit plans that align with their clients' values. They provide clear answers on pricing and offer access to sustainable and responsible investments not readily available from other providers. In addition to their extensive investment options, Rob Thomas continually screens additional ESG-aligned investment options, ensuring that clients have access to a diverse palette of choices.

They have also expanded their services to include Solo(k), IRA, SIMPLE IRA, SEP, 401(k), 403(b), and other account types, catering to plans of different sizes and complexity. With Rob Thomas, clients can expect personalized guidance, competitive pricing, and a commitment to building a better and more sustainable future through responsible investment choices