About Keri Spanier
Founder & Principal Advisor
Keri Spanier founded LibertyRoad with a simple belief: retirement plan consulting should be personal, proactive, and built on trust and full transparency.
Since entering the retirement plan industry more than two decades ago, Keri has dedicated her career exclusively to helping employers design, manage, and improve their retirement plans. In 2003, she launched her own advisory practice and spent years growing it organically through client referrals and long-term relationships. Along the way, she earned the trust of business owners, executives, HR professionals, and investment committees, ultimately advising many large and complex retirement plans.
Keri’s commitment to excellence and client service has been recognized throughout the industry, including being named one of NAPA’s Top Female Advisors.
In 2018, Keri merged her firm with a small retirement plan consulting firm, which was later acquired by a large national organization in 2020. While the experience provided valuable insight into institutional resources and large-firm capabilities, it also reinforced what she valued most: direct client relationships, personalized guidance, and the ability to deliver a truly customized experience.
That realization led to the creation of LibertyRoad.
Today, Keri combines the sophistication and expertise typically associated with large consulting firms with the responsiveness and personal attention of a boutique practice. She works closely with plan sponsors to simplify retirement plan oversight, strengthen fiduciary processes, improve participant outcomes, and help organizations make confident decisions.
Known for her accessibility, responsiveness, and practical approach, Keri believes the best client relationships are built through partnership, transparency, and a genuine commitment to service. Keri’s ability to think out side of the box has been instrumental in solving complex problems and offering creative solutions to her clients.
Throughout her career, Keri has learned that retirement plan consulting is about far more than investments and compliance. It’s about helping organizations care for their employees while making confident decisions for the future. That’s what inspired LibertyRoad, and it’s what continues to guide every client relationship today.
Keri holds Series 65 and 63 licenses and holds the CPFA (Certified Plan Fiduciary Advisor) certification from the National Association of Plan Advisors.
Every successful journey begins with choosing the right path forward.
Welcome to LibertyRoad.
