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World Investment Advisors

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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

By the numbers

$ 0 B+*

Assets Supported

0 +

Retirement Plans & Wealth Clients

0 +

Advisors & Staff

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Branches

*As of 12/31/2024, the World Investment Advisors network of advisors and firms collectively provides support to over $72.7 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 $56.2 billion.

World Investments is the corporate brand used by the financial services division of World Insurance Associates. The division includes World Investment Advisors, LLC a registered investment adviser, and World Investments, LLC, a broker/dealer.

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.