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Your Trusted Investment Partner
Individuals, Families & Business Owners 

THOUGHTFUL RETIREMENT PLANNING FOR SMALL BUSINESS OWNERS

You built your business with intention.
Your retirement strategy should reflect the same care.

Let’s get started

Explore Retirement Options

Small business owners wear many hats—and retirement planning can end up on the back burner. With the right strategy, however, itt can become one of the most impactful decisions you make for yourself and your business.

A thoughtfully designed plan can help you build long term wealth, reduce taxes, and create stability for the future—without unnecessary complexity.

Built on an Entrepreneur’s Perspective

Fenimore Asset Management’s story began more than 52 years ago with the sale of a successful family business, and that perspective continues to shape how we invest today.

We focus on companies with strong financial foundations, disciplined management teams, and durable business models—qualities business owners recognize and value.

HOW WE INVEST

INVESTING WITH AN OWNER’S MINDSET

Our team conducts in-depth, independent research to understand the businesses behind the stocks we own.

We use this firsthand knowledge and our market-tested process to help mitigate risk and achieve your financial goals.

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HOW WE HELP

RETIREMENT PLANNING
DESIGNED FOR BUSINESS OWNERS

We guide small business owners through retirement planning with clarity and confidence—helping you choose what works for your business today and in the future.

AT FENIMORE OUR TEAM:

Helps you choose the right retirement plan for your business

Explains contribution options and potential tax advantages

Assists with plan implementation and management

Provides education and support for you and your employees

FIND THE RIGHT OPTION FOR YOUR BUSINESS

Fenimore helps small business owners navigate retirement planning with clear guidance, thoughtful strategies, and a focus on long-term confidence.

Retirement Plans for Your Business

Explore common retirement plan options for small businesses.

Learn More

Compare SEP, SIMPLE, and Individual Plans

Understand the differences and find the right fit.

Compare Plans

CLEAR GUIDANCE. SMART PLANNING. LONG TERM CONFIDENCE

Let’s get Started.
Ready to explore retirement planning options for your business? Complete the form below to connect with Fenimore. A member of our team will contact you to schedule a conversation.

Prefer to connect directly?
You can stop in at our offices in Albany or Cobleskill or call 800.721.5391.

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