Core Advisors is the leading accounting firm for dentists. Our dental accountants & financial advisors handle everything for your practice & personal finance-together. We know you don't want to be the quarterback between all of your advisors, accountants, and financial providers. We make it easy by having dental accountants, certified financial planners, and wealth managers handle it all for you. One contact, one team, all under one roof.

Kingsman Partners is a specialist M&A advisory firm focused on helping accountancy practice owners value, prepare and sell their firms. The team guides owners through every stage of the process — from valuation and documentation to buyer outreach, negotiation and completion — ensuring a smooth, confidential and well-structured exit.

Anderson Bauman Tourtellot Vos (ABTV) is a turnaround management firm specializing in operational and financial restructuring for troubled companies.

With decades of experience in the financial services industry, much of that spent with a giant Wall Street firm, the Breakwater Capital team saw an opportunity to offer a higher level of service for individuals and families with $500,000 or more in investable assets. It was clear that successful, affluent families needed advanced wealth management solutions and more attention from their advisors without the higher minimums or fees typically associated with brand-named firms' private wealth offerings. Today, at Breakwater Capital, we work with families across the United States, providing each client with a personalized experience tailored to their current circumstances, future goals, and timelines.

Boutique advisory firm offering mergers and acquisitions, management consulting, public markets advisory and growth strategy services, grounded in a values-driven culture of empowerment, authenticity, innovation and synergy.

Ian Filippini is a young president of Montecito-based Filippini Financial Group(i.e. Filippini Financial Group, Inc.). Filippini Financial Group, Inc. a true wealth management advisory firm, we understand our clients desire one full-service group the