IRA Financial Names CEO, Endeavor Law Welcomes Attorney

CEO of IRA Financial Names

IRA Financial has appointed Clay Cowen as chief executive officer as the company enters its next phase of growth, the firm announced recently. Tyler Northrup has moved to the position of president and chief operating officer of Trust Company, where he will focus on scaling the platform and supporting the company’s continued expansion.

Cowan brings leadership experience in technology, consulting and financial technology. He previously held executive positions at Betterment, McKinsey and consumer companies such as Gilt Groupe and Starwood Hotels. He holds an MBA from Harvard Business School and a BA from Harvard University, and is expected to accelerate growth, improve market access and further strengthen IRA Financial’s leadership in self-directed retirement solutions.

“Retirement investors are looking for more control, more flexibility and better alignment with the platforms they trust with their long-term wealth,” said Cowan. “IRA Financial is built for this moment, combining broad investment access, specialized retirement expertise and a fixed-fee model designed to support the long-term. By expanding access to investment opportunities once reserved for large institutions, we’re giving ordinary Americans a stronger wealth-building instruction and positioning IRA Financial as the national benchmark for retirement investing.”

Adam Bergman, founder of IRA Financial, said Cowen’s appointment marks an important moment in the company’s development.

“Clay is an exceptional executive with the strategic range and experience to help IRA Financial through its next phase of growth,” Bergman said. “We’ve built strong momentum by expanding what retirement investors can do in tax-advantaged accounts while maintaining a transparent fixed price. Clay’s experience with large technology and fintech organizations makes him the right leader to help us scale this vision. Tyler’s transition to President and COO at Trust Company is also a natural fit, allowing him to scale the platform and drive operational execution as IRA Financial integrates its platform engine with the next phase of customer growth.”

Endeavor Law engages an ERISA attorney

Endeavor Law has hired attorney Bryn White to support existing clients in compliance with the Employee Retirement Income Security Act (ERISA) while expanding the firm’s expertise, the firm announced this week.

In this role, White will focus on client work as well as leading the firm, collaborating with Endeavor founder and ERISA attorney Bonnie Treichel, as well as fellow firm experts Phil Troyer and Nevin Adams.

“Over the past several years, Breen has developed an incredible expertise in health and welfare that complements our retirement focus,” Treichel said. “I am thrilled to have Bryn join the firm, and I know she will be a tremendous asset to our clients and will help us grow and develop new relationships.”

In recent years, White was an attorney at a large benefits-focused law firm, where she counseled plan sponsors and service providers on a wide range of employee benefit matters, including fiduciary duties, single-employer and multi-employer plan design and administration. White also has experience with the Health Insurance Portability and Accountability Act (HIPAA), the Affordable Care Act (ACA), and cafeteria plan regulations.

“Our decision to hire a dedicated health and welfare attorney was driven by increased client demand for advice in this area,” Treichel said. “The hire represents the latest step in our strategic growth, which has long been driven by listening to our clients and investing in the capabilities they need most. Over the years, we’ve expanded into new disciplines and added specialized talent to better serve our clients, and this addition continues a tradition of thoughtful, client-focused growth.”

NFP buys Total Benefits Advisors

NFP has acquired Total Benefits Advisors, a Cleveland, Ohio-based consulting firm that specializes in retirement and employee benefits services for business owners, as well as wealth management services for high net worth individuals.

Mark Breen, advisor and owner of Total Benefits Advisors, will join NFP as a vice president, reporting to Steve Jans, head of the national wealth management practice.

“We are excited to welcome Mark and the Total Benefits Advisors team to NFP as we grow our presence in the greater Cleveland market,” said Jans. “Total Benefits Advisors has built a strong reputation for providing integrated benefits and wealth management solutions. By combining their local expertise with NFP’s resources, we are well positioned to deliver even greater value to clients in the region.”

Since 2009, Total Benefits Advisors has been helping employers and individuals in the Cleveland area with integrated wealth management, retirement services and employee benefits solutions.

“We are very excited to join NFP and a team that shares our customer-centric attitude and commitment to personalized service,” said Breen. “Our cultures are a strong match, and this combination allows us to maintain the relationships our clients value while enhancing what we can deliver by building on NFP’s national platform, specialized expertise and enhanced resources.”

Trust Services Group Acquires RetireWell

Fiduciary Services Group (FSG), the parent company of DWC – The 401(k) Experts, has acquired RetireWell Administrators, Inc. (RetireWell), a third-party administrator (TPA) in Marlton, New Jersey, that manages more than 425 retirement plans.

RetireWell is FSG’s third TPA acquisition of 2026 and comes just two weeks after its most recent addition.

“RetireWell has built its business on experience, responsiveness and trusted recommendations,” said Scott David, CEO of Fiduciary Services Group. “Their team is widely respected for solving the tough challenges that advisors and plan sponsors bring to them, and that’s perfectly in line with how we serve clients. We’re excited to welcome them to FSG.”

“For years, we’ve guided clients through the most complex stages of plan administration with technical depth and personal attention,” said Anthony L. Sciolabba, Esq., president and chief executive officer of RetireWell Administrators. “Joining DWC and FSG allows us to continue this – now underpinned by greater capabilities and long-term support. It’s a real win for our customers, our employees and our business.”