Broker Check

Insight Financial Partners: At a Glance

"Our relentless focus on the mitigation of fiduciary risk, combined with our uncompromising commitment to advise in the best interests of our plan participants and their beneficiaries are the cornerstones of what defines us as a partner." -Michael K. Smith, Managing Partner


Insight Financial Partners, LLC has joined forces with Global Retirement Partners, LLC.  The GRP Advisor Alliance is a robust group of retirement plan advisors from across the country with a shared vision for retirement plan focused practices and dedicated to the positive advancement of the retirement plan landscape.

Global Retirement Partners Financial Overview

  • Registered Investment Advisor (RIA) with the Securities & Exchange Commission (SEC)
  • Largest retirement plan-focused hybrid OSJ with LPL Financial*, a FINRA registered broker-dealer
    • *14,000 Advisors Representing over $450B in Assets under Advisement
  • 3,000 investment advisory clients

GRPAdvisor Alliance is an independent network of retirement plan focused advisors. Global Retirement Partners and GRP Advisor Alliance are not affiliated with or endorsed by LPL Financial.

Insight Financial Partners, LLC partners with time-tested plan providers to deliver turnkey solutions and an exceptional plan participant experience-driving innovation in the retirement plan industry through a coordinated effort of the industry’s more experienced advisors.

Insight Financial Partners, LLC is fundamentally committed to educating the millions of Americans with access to qualified plans through innovative financial wellness programs, engaging educational materials, and the ability to deliver our services nationwide in a cost-efficient manner at scale.

    • Objective investment advice
    • Written Co-Fiduciary Service Level Agreement, both 3(21) and 3(38)
    • True, Open Fund Architecture
    • Bundled and Unbundled solutions
    • In-House ERISA counsel & expertise
    • Time-tested Workplace Financial Wellness solutions

Insight Financial Partners, LLC, in collaboration with Global Retirement Partners, LLC, works across the industry with key advisors, firms, and governmental agencies, aiming to be not only the best in the industry, but the best for the industry.

Global Retirement Partners and LPL Financial are separate unaffiliated entities.

Jerry Kalish, AIF®, AIFA®

Managing Partner, Insight Financial Advisors, LLC

Jerry is the Managing Partner of Insight Financial Advisors, LLC, an independent Registered Investment Advisory firm. He has over 40 years of experience consulting on the administration of retirement programs sponsored by C-Corporations...

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Mike is the Managing Partner of Insight Financial Partners, LLC, an independent Registered Investment Advisory firm. He has over 28 years of senior leadership experience in the Corporate Sponsored Retirement Plan Industry, including 15...

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Morgan is a partner with Insight Financial Partners. She currently holds the Certified Plan Fiduciary Advisor (CPFA) designation through the National Association of Plan Advisors (NAPA), a part of the American Retirement Association...

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