Independent Retirement
Professional Services • 
Lake Oswego, Oregon, United States • 11-20 Employees
Company overview
| Headquarters | 525 3rd St, Ste 200, Lake Oswego, Oregon 97034, US |
| Phone number | +18553038590 |
| Website | |
| NAICS | 54 |
| SIC | 637 |
| Keywords | 401K, Third Party Administration, Irs Representation, Retirement Plan Design, Erisa Compliance, Audit Preparation And Support, CB, Retirement Benefit Consulting |
| Founded | 2006 |
| Employees | 11-20 |
| Socials |
Key Contacts at Independent Retirement
Cristian Wisner
Director Of Account Services
Louise Joss
Director Of Plan Services, Team Manager, Senior Retirement Plan Consultant
Independent Retirement Email Formats
Independent Retirement uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@independentretirement.com), used 89.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@independentretirement.com | 89.5% |
{first initial}{last name} | jdoe@independentretirement.com | 10.5% |
About Independent Retirement
Independent Retirement delivers more than plan administration — we provide proactive compliance consulting and hands-on support that make both employers and financial advisors stronger. Advisors count on us as a behind-the-scenes partner who protects their reputation, streamlines plan operations, and strengthens client relationships. Employers rely on us to simplify complexity, avoid costly mistakes, and maximize the impact of workplace benefits. The result: confident advisors, empowered employers, and tailored retirement plans that run smoothly and make an impact.
Independent Retirement revenue & valuation
| Annual revenue | $3,158,557 |
| Revenue per employee | $186,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Professional Services industry and current estimated revenues | $10,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Independent Retirement has 11 employees across 4 departments.
Departments
Number of employees
Funding Data
Independent Retirement has never raised funding before.
Independent Retirement Tech Stack
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