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Bryan Farwell

CRPS® Chartered Retirement Plans Specialist
PPC® - Professional Plan Consultant
AIF® - Accredited Investment Fiduciary

Unconventional times deserve unconventional strategies.

  • Transfer assets into a tax free environment
  • Leverage existing assets to a greater return
  • Use market volatility as an advantage with actively managed portfolios
  • Diversify with alternative assets by incorporating private real estate


At Prevail, we do things differently. We don’t simply manage your wealth. We help you create it.

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Background

Bryan Farwell leads Prevail’s Corporate Retirement Division with a deep commitment to excellence, client advocacy, and fiduciary responsibility. With more than two decades of experience in the financial services industry, Bryan brings a strategic blend of leadership, insight, and personal connection to every relationship he serves.

At the heart of Prevail’s success is a team-based approach that leverages the full breadth of our institutional knowledge, fiduciary resources, and national partnerships. Our corporate retirement team is built around the idea that clients deserve more than a one-size-fits-all solution—they deserve white-glove service, proactive education, and strategic guidance that simplifies complexity and drives long-term outcomes.

Clients appreciate Bryan’s tireless energy, his ability to simplify complex topics, and his dedication to going above and beyond. He often says that while he’s grateful for his professional journey, his greatest achievement is his family. He and his wife Emily have been married for 19 years and are the proud parents of four children—Claire, Kate, James, and Jack.

With the Prevail 401(k) team by your side, you’re not just getting a plan—you’re gaining a long-term partner committed to your company’s success and your employees’ financial well-being.

Experience
• Former Chairman of the Board: Local Hospital for Children
• Chief Executive Officer, Advisor, and Principal: Investment Management Firm • Retirement Income Strategies
• Director of Private Banking and Regional Sales Manager: Regional Bank
• Investment Advisory Voting Committee Member (IAC)

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We don’t just manage your wealth; we help you create it!

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