World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 350 advisors and staff across more than 65 U.S. locations that supports $55B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation specialists. For more information, please visit www.worldadvisors.com. 

Meet the management team: https://worldadvisors.com/management-team

Find an Advisor: https://worldadvisors.com/find-an-advisor

*As of 12/31/2023, the World Investment Advisors network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC. 

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World Investment Advisors (formerly Pensionmark)

World Investment Advisors (formerly Pensionmark)'s headquarters in Santa Barbara, United States

World Investment Advisors (formerly Pensionmark)

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