Menu Contact

Why a Trusted Advisor?

  • Provide the benefit of evaluating funds and providers objectively, without conflict of interests, as well as proper adherence to ERISA or Department of Labor regulations.
  • Analyzing plan metrics and performance to make recommendations that can improve plan outcomes.
  • Ability and knowledge to educate employees about retirement saving, their investment options, potential benefits, and how to make changes.

Our Role View Services Meet the Team

Finding THE RIGHT Advisor

View Document

100+ Years

Lawley Retirement Advisors has over 100 years of combined financial services experience. Our team has worked on both sides of the industry – provider and advisor.

200+ Clients

We serve as retirement plan advisor across all plan types- 401(k), 403(b), 457– and industries. Our work also includes consulting solutions and RFP services.

2 Billion+

Assets under management as of 3/31/2025

Our Leadership

James J. Rehak Jr. AIF, CLU, ChFC, REBC, CPFA Managing Director

As Managing Director of Lawley Retirement Advisors, Jamie oversees 401(k) plans, profit-sharing plans, defined benefit plans, and deferred compensation programs. Jamie is also a founding member and partner of Lawley Employee Benefits, a division of Lawley, and provides expertise in all aspects of employee benefits programs and retirement consulting for employers.

jrehak@lawleyretirement.com
716.849.8219

View Bio LinkedIn

Todd M. Tevens AIF, CPFA Managing Director

As Managing Director of Lawley Retirement Advisors, Todd provides advisory services to retirement plan sponsors and their participants, specializing in fiduciary governance, retirement plan design, investment strategy, and participant education & engagement.

ttevens@lawleyretirement.com
716.849.4366

View Bio LinkedIn

Our Mission

The mission of Lawley Retirement Advisors is to secure the financial future of employees and sustaining the trust of retirement plan sponsors.

Lawley Retirement Advisors is a team of individuals who focus solely on our client’s retirement plans. We consult with plan sponsors to design sound retirement plan governance practices. We customize employee education campaigns to prepare employees for a more successful retirement. We advocate for our clients, provide excellent service, and are committed to the relationships that we create.

Key Retirement Plan Questions

LRA Form CRS

LRA Privacy Notice

Securities and advisory services offered through LPL Financial , a registered investment advisor. Member FINRA/SIPC. Pension/Plan consulting services offered through Lawley Retirement Advisors, a registered investment advisor. Lawley Retirement Advisors and LPL Financial are separate entities.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

Phone: 716.849.1584 | Email: dmarkowski@lawleyretirement.com

Check the background of this firm on FINRA's BrokerCheck

WEBSITES: FINRA | SIPC

Lawley Retirement Advisors© 2026