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.

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

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.

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.

Grant Tani Barash & Altman is a business management firm.

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.

Lexington Wealth Management is a provider of wealth management services that focuses on delivering financial support to high-net-worth individuals and businesses. The company specializes in financial planning, asset allocation, and tax-enhanced investment strategies. By offering tailored advice and strategies, Lexington Wealth Management enables clients to make informed decisions about their wealth accumulation methods. Its services are designed to assist clients in navigating the complexities of financial management and optimizing their investment portfolios.

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.