about

From our beginning, our vision has been to create the premier retirement plan consulting firm – one that understands and supports the unique needs of plan sponsors as well as the employees we serve. Learn More about Channel >

Why Channel?

Channel Financial has no proprietary products and, we are not affiliated with any investment managers. Our unique services enable us to engage with clients exclusively on their behalf. The advice we deliver is unbiased and focused on the single objective of meeting your retirement plan goals. Learn More >

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Financial Advocates Investment Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: WA, MN, ME, OR, CA