Payne Capital Management (PCM) is an independent NYC financial advisor and planner located in New York City and Philadelphia, servicing clients across the globe. Our reputable team of financial advisors focuses on providing clients with comprehensive.

Vertex Capital® Advisors, LLC is a comprehensive financial services firm that specializes in retirement income distribution concepts and holistic investment management solutions. Our approach is a collaborative, team-oriented financial planning process t

FBB Capital Partners provides customized wealth management solutions for financially established individuals and institutions in Bethesda, MD, Easton, MD, Washington, DC, metropolitan area, The Eastern Shore of Maryland, and nationwide. For over thirty years our team at FBB Capital Partners has built a reputation for taking an unbiased approach to helping our clients make intelligent financial decisions so that their legacy can live on for future generations. We take our role as a fiduciary seriously and care deeply about the families we serve. Understanding how to prioritize client goals and objectives allows us to provide personalized attention and customization rarely delivered in our industry.

Vertex Capital® Advisors, LLC is a comprehensive financial services firm that specializes in retirement income distribution concepts and holistic investment management solutions. Our approach is a collaborative, team-oriented financial planning process that uses the diverse talents and specialties of both our founding members and our strategic partnerships. Our goal is for clients to experience retirement on their terms by having both a plan and a team they can trust. We continuously strive to enhance our educational development, strategic partnerships, and investment strategies to help our clients meet their retirement lifestyle goals. We are financial planners, financial advisors located in Fort Mill, SC

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At Moneta, we are not only financial advisers, we are fiduciaries. We maintain the highest standards in the industry for acting in our clients’ best interests.

Dan White and Associates have expertise in offering retirement financial planning consulting services since 1987. We help our clients through the process of financial planning for retirement by discussing financial products that may fit.

We Are More Than Financial Planners We Are Life Planners. At Trilogy Financial, our Advisors coach you through your everyday financial decisions.

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CAPTRUST's Boston-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families, and investment advisory services to nonprofit endowments and foundations.

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CAPTRUST's New York-based advisors provide comprehensive wealth management and investment advisory services to clients of all types.

Light Financial Services is Fargo based team of independent fee-only financial advisors and planners serving West Fargo, Moorhead, Dilworth, Horace, Fergus Falls, Hawley in North Dakota and Minnesota.

Financial Synergies Wealth Advisors is a stalwart financial advisory firm nestled in the heart of Houston, Texas. With uncompromising integrity and professionalism, our team of devoted advisors has been addressing the nuanced financial needs of individuals, families, and businesses for over three decades. Contact us: Email [email protected] Hours of operation Sunday : Closed Monday to Friday 08:00 - 17:00 Saturday : Closed Website https://www.finsyn.com/

United Legacy has been transforming real estate investing since 2006 through the United Legacy Income Fund, LP, and top-tier projects. We specialize in funding and managing premium real estate in prime locations like California and Hawaii. Through a Wealth Assessment, we create tailored strategies to help clients achieve their financial dreams with confidence. Our data-driven approach ensures trust, transparency, and long-term financial stability.

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CAPTRUST's Phoenix-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits. The team enjoys working directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning.

CAPTRUST's Sacramento financial advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans.

Christian Financial Advisors® in New Braunfels, TX, helps clients honor the Lord with their finances nationwide. Since 1993, our team has offered personalized investment management, financial planning, estate planning, and retirement guidance. We emphasize accountability, responsibility, excellence, stability, and integrity. Our faith-based investing aligns portfolios with Biblical values via positive and negative screening criteria. We provide ongoing education through podcasts and newsletters.

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Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. We can help you prepare for retirement with wealth management, tax planning, and estate planning. Save time and money with advisors and estate attorneys that work together under one roof. We will dedicate the time needed to listen to your goals and educate you on the options. Speak to one of our fiduciary advisors today.

Blue Dot Wealth Management believes that we can all leave the world a better place than how it was left to us. We help our community and our clients commnunities by building an organization built on respect for the individual and an understanding of the social contract that binds all of us together. Our purpose is to be an advocate and fiduciary for our client and friends. We are humbled by the responsibility and trust that our clients place in us. We help our clients idenifty the values that are important to them and design a financial plan that meets the goals for themselves, their families, and their community. In this way, we help make our community and our world a better place for succeding generations.

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If your advisor is not helping you take advantage of our current tax window, they are simply not doing their job. We believe incorporating tax planning into your financial plan is CRUCIAL in the probability of meeting your goals, especially when planning for retirement. Which is precisely why we created our taxes office. Most advisors aren't even talking about tax because they are prohibited from even mentioning it to their clients. Not us. Interested? Speak to an advisor at 602-449-0146.