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Employee Benefits and Investment Consultants


Bolton Partners offers employee benefits consulting and brokerage services to employer groups of all sizes and in all market segments. We help our clients design, implement, and manage the employee benefits programs that best meet the strategic goals and financial objectives of their organizations.   Our experienced team assists our clients in navigating the increasingly complex regulatory climate to ensure plans are in compliance with constantly changing laws.








We meet with clients on a regular basis to establish goals, set priorities, and identify areas of greatest challenge and opportunity.

The new requirements of the ACA are forcing all employers to re-evaluate their benefit offerings. Our goal is to ensure our clients understand, comply with, and prepare for the wide-ranging impact of this challenging legislation.

The final frontier in slowing (and even reversing) the constant climb in health care costs is implementing effective programs that provide incentives for employees and dependents to better manage illnesses and understand the impact that their personal well-being can have on this key budget item. We employ proprietary data analysis to help clients focus on areas having the greatest impact on their health care expenses and put in place a comprehensive strategy to address them.


Affordable Care Act (ACA)

Financial Underwriting and Claims Analysis

We provide renewal analysis and negotiations, budget projections, funding recommendations and alternatives, large claims analysis, and quarterly reporting of the plan’s financial performance. We specialize in stop-loss marketing and risk analysis.

Dependent Eligibility Verification Audits

It is crucial that employers ensure that only dependents that are eligible are covered under the plan. We have a comprehensive and secure process that takes this sensitive issue out of the client’s hands. We have been very successful in removing ineligible dependents, thereby saving clients significant health care costs.  We also provide ongoing dependent verification services for employers that wish to outsource this task.

Evaluate Plan Design

We evaluate industry trends and labor market conditions, claim cost trends, alternative delivery systems, legal requirements, eligibility, cost-sharing, and benefit structure and network savings.

Prescription Plan Review

We specialize in the review and analysis of prescription plans and PBM vendor contracts to maximize plan performance. We ensure our clients receive the lowest possible net costs, coupled with appropriate clinical oversight and meaningful utilization management programs.

Request for Proposals(RFP)/ Competitive Bidding

We assist clients on a regular basis to satisfy their fiduciary duties by ensuring their vendors offer the best combination of cost and quality. We manage the entire process, beginning with the preparation of the RFP, answering vendor questions, analyzing vendor responses, conducting interviews, and negotiating best and final pricing and performance guarantees.

Participant Communications and Benefits Administration

We review ongoing participant communications materials, including summary plan descriptions, participant notices, open enrollment materials, and benefit statements. We prepare Plan Documents as needed. We evaluate in-house administration procedures and provide recommendations for improving services and efficiency through the use of technology.

Service Provider Relationships

We manage service provider relationships, advise on contracts, review provider service levels compared to performance guarantees, and resolve administrative issues.

Strategic Planning



Baltimore Office







Boca Raton Office


7279 Panache Way

Boca Raton, FL 33433





Atlanta Office






675 Seminole Avenue, NE

Suite 310

Atlanta, Georgia 30307

36 S. Charles Street

Suite 1000

Baltimore, MD 21201



9000 Midlantic Drive

Suite 100

Mt. Laurel, NJ 08054





Washington Office


1615 L Street, NW

Suite 510

Washington, DC 20036







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325 Sentry Parkway

Building 5 West, Suite 200

Blue Bell, PA 19422





Denver Office


720 South Colorado Blvd.

Penthouse North

Denver, CO 80246


Philadelphia Offices