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Forest Capital Management

About us

When companies take care of their people, business does better. A good retirement plan is one of the best ways to do it.
Forest Capital Management

Our story

For most owners and HR teams, the 401(k) is one more thing on a long list. And it comes with real legal duties.

We make it easier, with clear advice and a team that cares about your employees as much as you do.

A calm, modern office overlooking Chicago

What we believe

1

Independence

We're an independent firm, so our only goal is what's best for your plan and your people.

2

Transparency

You'll always know what we recommend, why, and what it costs.

3

Accountability

We sign our name next to yours. If we recommend it, we stand behind it.

Where we are

Headquartered in Chicago, with offices in Wyomissing, PA and Naples, FL. We work with companies nationwide.

ChicagoWyomissingNaples
Chicago, IL

Headquarters

Chicago, IL

Careers

We like meeting people who want to help others retire well. Send us a note and your resume.

FCM never uses outside recruiters or agencies, so treat anyone offering you a job on our behalf as spam.