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our story

World Investment Advisors

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New name,
same exceptional experience

It’s a Whole New World

In July 2024, the Pensionmark brand that served us well for more than 35 years was retired and replaced by “World Investment Advisors,” a new brand that better represents our broader, more holistic financial services offering and further aligns with our parent company, World Insurance Associates (World). 

A More Holistic Offering

Already a top corporate retirement plan services firm, Pensionmark built out a full-service wealth management enterprise focused on fee-based advisors who support a sophisticated client base.

Our advisors and clients also benefit from the firm’s expertise in risk management and insurance solutions, Human Capital Management capabilities, and from new innovative products and services made available through the fast-growing World organization.

The Best of Both Worlds

We are still the same industry-leading investment advisory and broker-dealer services firm you know and trust. And we maintain our mission of helping our clients meet and exceed their financial goals with uncompromising integrity.

Now, you can enjoy a personal, high-touch service experience backed by the financial strength and resources of a large national firm.

To put it simply, we give our advisors and our clients the best of both worlds.

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The World Difference

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Centralization

You can count on our centralized service model that truly gives you the best of both worlds—a personal high-touch advisor experience combined with the financial strength and resources of a nationally recognized firm. 

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Personalization

We tailor solutions with full flexibility in product and investment choices, fiduciary services, and compensation structures. As a CEFEX-certified advisory firm, we adhere to the Global Fiduciary Standard of Excellence and are audited annually to ensure we act in the best interest of our investors.

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Specialization

We have dedicated specialists across all disciplines—wealth management, high net worth client support, financial planning, ERISA 3(21) and 3(38) services, and all facets of retirement plan consulting including plan design, plan management and optimization, financial wellness, and participant communications.

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Optimization

We go beyond typical performance metrics blending traditional methods with more cutting-edge economic theories to ensure programs stay on track. Our industry-leading technology platform gives individuals, employers, and employees access to their accounts via a secure cloud-based portal equipped with financial tools and resources.

Our Statement on Diversity, Equity, Inclusion, and Belonging

We are committed to upholding a respectful, understanding, and supportive environment that is inclusive of all identities. We believe in fostering a workplace that encourages employees to bring their unique lived experiences to the table, valuing the diverse perspectives of our team. We feel it’s important to understand and represent the communities we serve; to that end, we will continue to innovate beyond industry standards and aim for our team to match the needs of our customer demographics.

Ready for the best of both worlds?

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