--- title: Our Story | World Investment Advisors | World description: World Investment Advisors, formerly Pensionmark, specializes in retirement plan consulting and wealth management and has helped employers and investors for over 35 years. --- [Skip to content](https://worldadvisors.com/our-story#main-content) # our story World Investment Advisors ![Bg Image-Nov-29-2025-12-26-07-3049-PM-1](https://worldadvisors.com/hubfs/pensionmark_2025/Bg%20Image-Nov-29-2025-12-26-07-3049-PM-1.png) - [ Home ](https://worldadvisors.com/) - About - Our Story Relationships. Resources. Results. Experience the best of both worlds World Investment Advisors is a client-focused wealth management and retirement plan consulting firm that builds trusted relationships while providing tailored solutions. Our advisors offer clients more than just guidance – we form true partnerships built on trust and understanding. The personalized experience we deliver is supported by World’s extensive resources, giving clients the best of both worlds. Clients have access to a broad range of wealth management and retirement plan services, supported by advisors who help navigate financial markets and support informed financial decision-making. ## Solutions that produce results Whether you are an individual managing your wealth, or a business owner managing your employee retirement plan, we can help. From small to large organizations, individuals, families, and high-net-worth clients at all life stages, World has solutions that make a difference. **Grow Your Wealth** - Financial Planning - Investment Management - Retirement Planning **Preserve Your Wealth ** - Diversified Investments - Risk Management - Tax Strategies **Build Your Legacy** - Estate & Trust Planning - Education Funding - Charitable Giving **Manage Employee Retirement Plans ** - Retirement Plan Optimization - Fiduciary Investment Services - Executive Benefits - Employee Financial Wellness - Compliance & ERISA Support **SMARTMap for Employees ** - Personalized Financial Wellness Program - Financial Literacy Education - Foundational Planning - FINRA-registered Financial Advocates ## The World Difference ![Retirement plan optimization](https://worldadvisors.com/hs-fs/hubfs/pensionmark_2025/Retirement%20plan%20optimization.png?width=72&height=72&name=Retirement%20plan%20optimization.png) ### One Central Relationship Your financial life is connected, and so are we. Through a collaborative approach and seamless communication with specialists across World, you receive customized guidance that evolves with you. Now you can have a central relationship for all your financial needs. ![image 21](https://worldadvisors.com/hs-fs/hubfs/image%2021.png?width=72&height=72&name=image%2021.png) ### A Personalized Experience We combine the accessibility and care that is characteristic of a boutique firm, with the depth and sophistication of an enterprise-level platform. Your advisor relationship is rooted in trust and supported by industry-leading resources that help bring your financial goals to life. ![Icon (22)](https://worldadvisors.com/hs-fs/hubfs/pensionmark_2025/Icon%20(22).png?width=72&height=72&name=Icon%20(22).png) ### Flexible Solutions With a fully open-architecture platform, you have access to a wide range of investment and planning solutions – all tailored around you. Your plan evolves as your life does, enabled by advisors who prioritize transparency, independence, and flexibility. ![image 24](https://worldadvisors.com/hs-fs/hubfs/pensionmark_2025/image%2024.png?width=72&height=72&name=image%2024.png) ### Real-World Results From growing, preserving, and transferring wealth, World’s advisors bring extensive experience and a process-driven approach to every relationship. You’ll receive strategies and solutions that are designed to support your goals today and adapt seamlessly with your evolving needs. [### Meet Our Leaders Learn More ](https://worldadvisors.com/management-team) [### Join The Team Learn More ](https://worldadvisors.com/careers) [### Become A Partner Learn More ](https://worldadvisors.com/advisors) ## By the numbers ** $ 0 B+* ** Assets Supported ** 0 + ** Retirement Plan & Wealth Clients ** 0 + ** Advisors & Staff ** 0 + ** Branches *As of 12/31/2025, the World Investment Advisors network of advisors and firms collectively provides support to over $73.7 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 $33.1 billion. ## Our Culture World fosters a collaborative, progressive, and entrepreneurial environment to empower colleagues to deliver the very best to our clients while we enjoy a culture rich in trust, accountability, and inclusion. ### Our Values **Integrity** Act with honesty, honor, and truthfulness. **Innovation** Change our world for the better. **Collaboration** Demonstrate compassion, respect, and partnership. **Excellence** Be passionate about delivering exceptional experiences. **Leadership** Share talents and energy to lead us forward. ## READY FOR THE BEST OF BOTH WORLDS? [ Let’s Talk ](https://worldadvisors.com/contact) Please ensure Javascript is enabled for purposes of [website accessibility](https://userway.org)