Who We Are
Founded in 2010, Moynahan Management Company (MMC) is a retirement plan advisory firm, offering services to employers and employees of qualified retirement plans. As our corporate logo represents, MMC’s function is to make retirement plans grow over time just as a wheat stalk grows over time.
MMC feels that a successful corporate retirement plan needs to be beneficial to the business owner as well as to employees. Business owners, just like employees, want to save for retirement. Many plans are poorly designed, and place limits on what business owners can save for their own retirement. If a business owner becomes discouraged because he or she can not save sufficiently for their own retirement, they are not likely to support the company plan and may even terminate the plan. This type of situation does not help the employees or the business owner.
As employer funded Defined Benefit Plans have largely disappeared, due to the huge costs to employers; more of the burden for saving for retirement and managing retirement accounts has fallen on the employee. As the recent turmoil in financial markets has shown, most employees are ill equipped to successfully manage their retirement accounts, and need professional help.
In addition to helping employers and employees save for tomorrow, MMC is also committed to giving for today. While we are actively involved with working with several charitable and non-profit organizations, we also have a financial giving program. MMC donates 10% of its annual profits to charitable organizations.
Bio
Gary L. Johnson, CFA
President
Moynahan Management Company
Mr. Johnson has over 30 years of experience in the financial services industry, having spent time in banking, insurance and Wall Street. Mr. Johnson’s most recent experience was as Co-Founder and President of Brandywine Benefits Corporation (BBC), a retirement plan advisory firm. BBC was successfully sold in 2005. After helping the new owners transition BBC, Mr. Johnson has spent his time consulting to the retirement plan industry, through the American Society of Pension Professionals and Actuaries (ASPPA). Mr. Johnson is also an active volunteer with Longwood Gardens and the Chester County Hospital.
Mr. Johnson’s unique background in both the retirement plan industry and the investment industry as a Chartered Financial Analyst, allows him to thoroughly understand the retirement needs, goals and objectives of both employers and employees. As a small business owner himself, Mr. Johnson brings to the table insights which other business owners appreciate.
Moynahan Management Company’s principles and ethics are a reflection of Mr. Johnson’s, striving to maintain a balance between business and philanthropy. From a business standpoint, Mr. Johnson wants to insure that both employers and employees achieve their retirement goals. At the same time, Mr. Johnson plans to continue to spend significant time with his volunteering and charitable giving.
Brad Warner
Vice President
Moynahan Management Company
Mr. Warner has extensive experience in the retirement plan industry, most recently working for Merrill Lynch as a 401(k)/Wealth Management Specialist. Prior to that, Mr. Warner worked with Gary Johnson at Brandywine Benefits as a retirement plan consultant.
Mr. Warner brings enthusiasm, dedication, and responsiveness to client needs. Understanding and staying up to date on industry regulations and disclosures allows him to add value to both employers and employees immediate and long term savings goals.
* MOYNAHAN MANAGEMENT COMPANY IS A REGISTERED INVESTMENT ADVISOR. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SECURITIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HERE. *
