About RAA

Retirement Advisors of America is one of the nation’s largest independent registered investment advisors, specializing in the unique challenges and goals of airline employees and their families. We provide personal solutions for 401(k) management, financial and retirement planning, investment management, estate planning, survivor assistance, as well as Medicare, Social Security, long-term care and insurance guidance.

Key Facts

  • Named by Barron’s as one of the Top 100 independent financial advisors in the United States
  • Rated a Financial Times Top 300 Financial Advisor
  • Focused on the unique needs of airline employees and their families
  • Recently completed a merger with Advisor Financial Services
  • Serving over 3,000 pilots at every major airline throughout the U.S.
  • Maintain a 97% client retention rate
  • More than 25 years of experience providing exceptional service to our clients
  • $2.3 billion in assets under management (As of July 1, 2016)

Our Values

Every great organization holds to a set of core beliefs that are shared by its members.
Over the years, Retirement Advisors of America has established these values, which serve as our guiding priciples.

Relationships

Our commitment to long term relationships guides everything we do. Retirement Advisors has worked successfully with thousands of clients.

Disciplined Approach

We employ a rigorous proven process that addresses all the components of a sound financial plan. We design financial plans customized to fit your financial situation and objectives.

Communication

We believe constant communication is critical. We use frequent communication to foster an ongoing dialogue and a constant exchange of information.

Your Well Being

Our sole mandate is to help you grow and preserve wealth in accordance with your overall financial goals.

What distinguishes RAA from other advisors?

  • The Final Approach Program®, which is the most comprehensive pilot retirement planning tool in the industry.

  • Unequaled experience and depth of knowledge of your airline benefits with a profound understanding of the pilot psyche.

  • You will know at least one of our clients, probably many. Ask us for a reference by airline, geography, military service, etc. We will provide you with a name you know.

    Click here to request a reference


To maintain a 98% client retention rate, we have to be exceptional. This is a goal we strive for in everything we do. Let us show you why the clients that choose us, stay with us.

OUR TEAM

The greatest asset we have to offer is the unparalleled expertise of our professionals. Our team, comprised of 48 employees and 34 Pilot Representatives is committed to serving the needs of our clients and their families and providing financial peace of mind throughout their retirement.

Client Services   Financial Consultants   Airline Representatives Management
FINANCIAL CONSULTANTS

Brad Bridgewater

Vice President of Business Development

Brad Bridgewater is the Vice President of Business Development for Retirement Advisors of America. He leads the Financial Consultant and pilot representative teams across the country for all the airlines RAA serves. Brad joined the company in 2005 and spent seven years as a Financial Consultant. Prior to joining RAA, Brad was an athlete, representing the United States National Swimming Team around the world, including winning a gold medal in the 1996 Olympic Games in Atlanta in the 200 meter backstroke. Brad holds a BA from the University of Southern California.



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Michael Kane, CFP®

Vice President and Financial Consultant

Michael Kane is a Vice President and Financial Consultant with Retirement Advisors of America. Mike joined the RAA team in 2012. He works closely with pilots to evaluate their retirement planning readiness and provide solutions to meet their retirement goals and dreams. Mike has over 22 years of financial services experience with Fidelity Investments, American Beacon Advisors, and Baker Avenue. Mike is a graduate of Texas Tech University with a degree in Marketing. He has also completed the CFP Examination and coursework for the Certified Financial Planners designation through the College of Financial Planning.



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INDUSTRY RECOGNITION

Our focus is on delivering an exceptional client experience and our staff and time tested wealth management process has helped us deliver superior results. Our client’s success and satisfaction is how we measure our success. After that, we do take pride in awards and accolades from within the industry and we have collected our share of those as well.

Dedicated To Providing Outstanding Retirement Planning and Investment Management