Simple. Transparent. Focused.
Personalized retirement plan consulting for organizations that value expertise, responsiveness, and exceptional service.
At LibertyRoad, we believe retirement plan consulting should feel different.
For more than two decades, Keri Spanier has helped employers navigate the complexities of managing corporate retirement plans while keeping participants’ best interests at the center of every decision. Our mission is simple: make retirement plan oversight easier, more effective, and less burdensome for plan sponsors.
Founded by an advisor who built a nationally recognized retirement plan practice from the ground up, LibertyRoad was created to return to the principles that matter most—personal relationships, proactive guidance, and an unwavering commitment to client service.
After years of working within privately owned and large national firms, Keri recognized that many plan sponsors were looking for something increasingly rare: direct access to an experienced consultant, thoughtful fiduciary guidance, and a partner who understands that no two organizations are alike.
That’s why LibertyRoad exists.
We provide sophisticated retirement plan consulting typically associated with large institutional firms, delivered with the responsiveness and attention of a boutique advisory practice.
Fiduciary Guidance. Institutional Expertise. Boutique Service.
Whether your organization is evaluating investments, benchmarking fees, improving participant outcomes, or navigating regulatory responsibilities, LibertyRoad serves as an extension of your team.
Our clients value:
Direct access to senior-level expertise
Proactive fiduciary guidance
Independent and objective recommendations
Customized solutions tailored to their organization
A simplified approach to retirement plan management
Exceptional participant support and education
Since 2003, Keri has helped employers build stronger retirement plans through a referral-driven practice built on trust, integrity, and results. She has spent more than two decades helping organizations navigate the complexities of retirement plan management while providing the personalized service that has become increasingly rare in today’s marketplace.
Our Promise
We believe managing a retirement plan should not feel overwhelming.
We help plan sponsors make informed decisions, fulfill fiduciary responsibilities, and create better retirement outcomes for their employees—while making the process as simple and transparent as possible.
Every successful journey begins with choosing the right path forward.
Welcome to LibertyRoad
