Why Choose Forest Capital

We are a national practice, with a local feel – mindful of our cultural fit to each organization.

Expert Guidance

Our team of expert advisors have spent years helping companies like yours maximize their retirement plan. We are able to deliver employee-centric solutions that give your people and their families the very best benefits experience with the visibility, control, and flexibility they need to easily manage it all.

Co-Fiduciary Partnership

Gone are the days when financial advisors should feel incentivized by anything other than the success of the plan and the participant. When we partner with you, we will help you build a foundation for success, and we are willing to sign our name right next to yours. We are in this partnership together.

Who We Serve



Private Equity

Professional Services




Professional Sports


Arts and Entertainment


Money Management




Real Estate

Tailored Approach

No two organizations are the same. Powered by our modern technology, expert consultants, and dedicated service teams, Forest Capital Management guarantees your group will get a hand-crafted solution to your unique problems.

Participant Wellbeing

Our modern solutions cultivate an environment of financial success. The largest stakeholder in the retirement plan is ultimately the participant and our client service team members are dedicated to working with your people, hand-in-hand, to build a platform to ensure financial wellbeing in retirement.

Challenge the status quo: reach out to us today to see how we can optimize your retirement plan while engaging your employees!

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