Hightower Advisors

Financial Planning and Information Services is a professional firm specializing in comprehensive financial planning and investment advisory services. They assist individuals and families in achieving their financial objectives by offering a range of services, including investment management, retirement planning, and tax planning. The company's approach is personalized and tailored to each client's unique needs, with a fee structure that is transparent and based on the complexity of the client's situation and the assets under management.

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.

Charles D. Hyman & Company, established in 1994 and headquartered in Ponte Vedra Beach, Florida, is an employee-owned, traditional investment management firm. It specializes in serving high net worth individuals, as well as pension plans, profit sharing plans, and charitable organizations. The company offers investment services primarily in public equity and fixed income markets, with a focus on value stocks. It employs a combination of fundamental and technical analysis, supplemented by external research, to make investment decisions. The firm also launches equity and fixed income mutual funds for its clients, aiming to build long-term client relationships through personalized service and a strategic approach.

Resource Consulting Group is a professional services firm specializing in wealth management. It caters to high-net-worth individuals and select institutional clients, offering a range of services including financial planning, investment advice, and retirement planning. The company's approach is rooted in academic-based investment management, aiming to help clients achieve long-term financial fitness.

Meyer Capital Group specializes in providing investment advisory services to individuals and businesses, focusing on helping families achieve their financial goals. The firm offers a comprehensive range of fee-based services, including investment management, financial planning, retirement and estate planning, and insurance solutions. By prioritizing a deep understanding of each client's unique needs, Meyer Capital Group aims to deliver personalized financial management experiences. The company combines one-on-one attention with advanced technology to ensure a superior customer experience. With a strong emphasis on preserving and protecting client assets, Meyer Capital Group has gained a reputation for its commitment to making a meaningful difference in the lives of its customers.

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.

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.

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.

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.