Hightower Advisors

Dechtman Wealth Management provides wealth management and CFP services to clients.

Financial Planning and Information Services offers asset management, investment, insurance, financial, retirement, & tax planning services.

NEPC is an independent, employee-owned investment consulting firm founded in 1986 and headquartered in Boston, Massachusetts. The firm offers a range of services tailored to governments, institutions, families, and individuals, focusing on areas such as corporate defined benefit and contribution plans, endowments, foundations, healthcare, insurance, private wealth, and public funds. NEPC's expertise encompasses alternative investments, asset allocation, client education, impact investing, investment policy development, manager searches, operational due diligence, private equity, real assets, and vendor searches. By providing research-driven investment solutions, NEPC aims to meet the diverse needs of its clients through innovative and strategic approaches.

Hyman Charles D & Company is an employee-owned investment management firm based in Ponte Vedra Beach, Florida, established in 1994. The company primarily serves high-net-worth individuals, as well as individuals, pension and profit-sharing plans, and charitable organizations. It specializes in managing investments in public equity and fixed income markets, focusing on value stocks. The firm employs a mix of fundamental and technical analysis to guide its investment decisions and utilizes external research to enhance its in-house capabilities. Additionally, Hyman Charles D & Company offers equity and fixed income mutual funds tailored to meet the diverse needs of its clients.

Capital Management Group, based in Pearl River, New York, provides a range of financial services designed to help clients achieve their financial objectives. The firm specializes in cash flow analysis, financial planning, estate planning, asset management, and risk management. Additionally, it offers services related to corporate retirements and retirement planning, ensuring comprehensive support for both individual and corporate clients. By focusing on tailored financial strategies, Capital Management Group aims to enhance the financial well-being of its clientele.

Resource Consulting Group renders financial planning, investment advice, wealth management and retirement planning services.

GMS Surgent is a mid-sized, full service, certified public accounting and advisory firm serving business and individual clients.

Meyer Capital Group has been helping families in attaining their financial goals. Qualified financial planning and investments firm miller strategy solutions strives to understand the needs of each client and to provide a superior customer experience that makes a lasting effect today motivated by the goal to justify making a difference in the lives of its customers. For more than consumers have relied on an award-winning company to preserve and protect their profits. They currently manage a sizable amount of customer funds across the globe. The staff provides each of its clients with a complete financial management experience by fusing one on one personal attention with trimming technology.

Boston Hill Advisors offers retirement benefits, taxation, financial planning, seminars, investment, and wealth management services.

Vigilant Wealth Management is a private wealth management firm that offers personalized investment and wealth planning solutions tailored to the specific needs of its clients. The firm serves a diverse clientele, including high-net-worth individuals, families, non-profit organizations, and institutional entities. By providing consultative advice and comprehensive wealth-planning strategies, Vigilant Wealth Management aims to help clients effectively achieve their financial objectives through careful portfolio management and tailored financial guidance.

Ten Capital Wealth Advisors is a wealth management firm that specializes in offering a range of financial services, including financial planning, retirement planning, insurance, and investment management. The firm caters to a diverse clientele, including business owners, executives, and multi-generational families. Ten Capital emphasizes a human-focused approach, engaging clients in meaningful discussions to create personalized financial plans. This tailored strategy empowers individuals to navigate complex financial decisions with confidence, ensuring that their unique needs and goals are met.

Vigilant Wealth Management is a private wealth management firm that offers personalized investment and wealth planning solutions tailored to the specific needs of its clients. The firm serves a diverse clientele, including high-net-worth individuals, families, non-profit organizations, and institutional entities. By providing consultative advice and comprehensive wealth-planning strategies, Vigilant Wealth Management aims to help clients effectively achieve their financial objectives through careful portfolio management and tailored financial guidance.

Bickling Financial Services is a financial advisory firm based in Massachusetts that specializes in guiding clients toward achieving their financial goals. The company focuses on helping clients manage and grow their retirement investments, offering services that include college planning, cash flow management, retirement income planning, and asset management. With a commitment to supporting steady growth, Bickling Financial Services provides tailored advice to address the unique needs of its clients, ensuring they are well-equipped to navigate their financial futures.

Trust Company of Illinois is a wealth management firm that specialises in financial planning, trust administration, and retirement plans.

Grant Tani Barash & Altman is a business management firm.

Farr Miller & Washington is an investment management firm that provides tailored investment services to high-net-worth individuals and various institutional clients, including corporations, endowments, foundations, and pension plans. The firm focuses on developing conservative, long-term investment portfolios designed to meet specific financial goals across different stages of clients' financial lives, including accumulation, growth, preservation, and income distribution. Additionally, the firm emphasizes tax-efficient management strategies and ensures that clients have the necessary healthcare and estate documents in place to support their financial planning needs.

Hart Financial Group LLC is a consulting firm based in Austin, Texas, that focuses on asset management, risk management, and tax planning strategies for families and business owners. The company offers a range of services, including retirement planning, charitable giving trusts, living trusts, wills, and business succession planning. Additionally, Hart Financial provides risk management solutions such as life insurance, disability income insurance, long-term care insurance, and annuities. Its asset management services encompass separately managed accounts, investment advisory accounts, alternative investments, and educational savings accounts. Furthermore, the firm delivers comprehensive financial planning, cash flow modeling, estate planning techniques, and digital wealth management solutions. Founded in 1990, Hart Financial Group is dedicated to helping clients achieve their financial goals through tailored strategies and expert advice.

Argentum Wealth offers financial planning and wealth management advice. They also provide financial planning, retirement planning, education planning, regular investments, lump sum investments, planning strategies, property investment, mortgages, and more.

Osborn Williams & Donohoe is an investment advisory firm that provides comprehensive financial guidance to a diverse clientele, including family business owners, corporate executives, and individuals undergoing significant life transitions such as retirement, divorce, or the loss of a loved one. With a team of 15 employees, including five dedicated advisors, the firm focuses on helping clients navigate the complexities of wealth management and asset diversification. Additionally, it serves trust and estate beneficiaries, trustees, executors, and private endowments and foundations, offering tailored strategies to meet each client's unique investment goals. Through a disciplined approach to investment management, Osborn Williams & Donohoe acts as a trusted counselor, ensuring that clients receive personalized advice and support in achieving their financial objectives.

LourdMurray is a fee-only investment advisory firm that offers a range of wealth management and advisory services tailored to business leaders, artists, athletes, and their families. The firm distinguishes itself by not charging commissions or performance fees, and it avoids excessive trading and proprietary products. This commitment to client interests sets it apart from traditional brokerage houses, which focus on suitability rather than the best interests of clients. LourdMurray provides comprehensive financial solutions, including investment management, insurance consultancy, tax planning, estate planning, and retirement planning, aimed at resolving complex financial issues and helping clients protect and grow their wealth.

HighTower Private Client specializes in wealth management services tailored for individuals, families, and foundations. The firm adopts a comprehensive approach that includes fiduciary trust capabilities, financial planning, and family office and private investment services. With a team of experienced professionals, HighTower Private Client emphasizes a balanced portfolio strategy, adapting to changing market conditions by distributing risk across various asset classes. This allows clients to receive customized wealth management solutions while maintaining cost efficiency.

RDM Financial Group, Inc. is the parent company to Retirement Design & Management, Inc.