HighTower Advisors

Founded in 1977, Bel Air Investment Advisors is an asset manager based in the United States. The firm provides investment management, estate planning, portfolio construction and other advisory services to wealthy individuals, families and foundations.

Hightower Austin, operating under Hart Financial Group LLC, is a financial consulting firm based in Austin, Texas. Founded in 1990, the firm specializes in asset management, risk management, and tax planning for business owners, executives, and multi-generational families. Its services encompass a wide range of financial solutions, including retirement planning, estate planning, and business succession planning. The firm also offers risk management services such as life insurance and long-term care insurance, alongside comprehensive asset management services that include investment advisory accounts and alternative investments. Additionally, Hightower Austin provides strategic financial planning, cash flow modeling, and trust management services, ensuring that clients receive tailored advice to meet their unique financial needs.

Argent provides advice on financial planning, investment management, retirement planning, estate planning and charitable giving, with a deep focus on holistic tax planning solutions for clients.

Osborn Williams & Donohoe focuses on providing advice and guidance on clients' total wealth, acting as a dedicated counselor to each client they serve. Osborn Williams & Donohoe works with family business owners and corporate executives interested in diversifying their assets, and individuals experiencing a transition to another phase of life such as retirement, divorce or death of a loved one. With 15 employees, including 5 advisors, the team also serves trust and estate beneficiaries, trustees and executors as well as private endowments and foundations.

LourdMurray provides fee-only investment advice. They don’t charge commissions or performance fees, engage in excessive trades, or push proprietary products.This responsibility distinguishes us from brokerage houses, which are merely required to determine a level of suitability rather than uphold the best interests of their clients.

HighTower Private Client offers a comprehensive and holistic approach to wealth management for individuals, families and foundations. We offer fiduciary trust capabilities, financial planning, wealth management, and family office and private investment services.

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