9711 Washingtonian Blvd., Suite 550
Gaithersburg, MD 20878

+1301-750-2665
info@finturity.com

About

About Finturity

We give retirement
plans a personal
approach.

Retirement plans are an essential benefit—but sometimes you don’t know where to start. At Finturity, we hold your hand through the maze and discover the best-fit solutions for your organization. As organizations’ missions and needs continue growing, we expand our services alongside you to meet your needs.

About Hero Image

A 360-degree look
into your retirement plans.

01

We assess

Over 14 years of experience, we’ve helped over 100 employers reach their unique goals. We’ll work closely with you to gauge your current situation and offer our expertise about the best-fit solutions to support your mission, employees, and financial future. Plus, you run into an issue—we’ll be there to help you through it.

02

We plan

Retirement plans can be overwhelming—so we’re here to help. We offer step-by-step guidance and design a retirement plan that fits your most important organizational needs.

03

We anticipate

We help our clients design comprehensive retirement plans that support the present and the future. Whether you need to avoid nondiscrimination testing in the future or lower the administrative burden by choosing a provider that integrates with your payroll—we can help set your plan up for success.

4400

Employee accounts

14

Years of experience

100

Retirement plans

175

Saved in Finturity
retirement plans

About Shape

Words from our founder

Growing up I always wanted to be a teacher. That's why I love that teaching is such an important part of my job. You don't need to be an expert at finance or investing to save for retirement. My goal is to make it simple and easy for all employees to understand their retirement benefit and to be empowered to save for their future.

 

Sarah Burton

Words From Founder

Meet the team

Sarah E. Burton, CRPC®

Sarah E. Burton, CRPC®, CPFA®

Founder & Financial Advisor

About Team Opener Arrow

Sarah Burton is a financial advisor and the founder of Finturity. In 2008, she began working with her father James Gibney, who provided retirement plans to nonprofit organizations, large and small, in and around Washington, DC. Upon his retirement at the end of 2016, Sarah took over full ownership of the business and established Monument Retirement Advisors, continuing to help organizations navigate the complex world of retirement plans. In 2022, Sarah re-branded the practice as Finturity, expanding services from the DC area to nationwide.

Sarah has passed the Series 6, 63, and 65 FINRA exams and holds her life, health and variable annuity licenses. In 2016, she obtained her Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning. In 2023, she obtained her Certified Plan Fiduciary Advisor (CPFA®) designation from NAPA.

Sarah graduated summa cum laude from the University of Mary Washington in 2007 with a bachelor’s degree in Business Administration. She lives with her husband, two young sons, and dog in Gaithersburg, MD. She teaches Irish dance once a week, loves reading and Disney World, and roots for the Nationals!

Christine N. Thomas

Christine N. Thomas

Client Services Specialist

About Team Opener Arrow

Christine Thomas joined Finturity in 2016. Before joining the team, Christine spent 14 years managing a small family-owned boutique in Gaithersburg, MD. She graduated from Hood College in Frederick, MD with a bachelor’s degree in Elementary and Special Education. Christine married her high school sweetheart and has two small children, a boy and a girl. She loves to trek around a flea market looking for vintage Pyrex dishes or spend time in Virginia where her family has a campsite. Unlike Sarah, Christine roots for the Orioles!