Mercer Advisors

Vishria Bird Financial Group is a professional services firm specializing in financial planning and investment management. They cater to a diverse client base, including professionals, entrepreneurs, small business owners, and families, providing personalized guidance to secure their financial futures. The company's services encompass investment strategies, retirement planning, and comprehensive financial planning, aiming to ensure clients' financial well-being and security.

D. Scott Neal, Inc. is a respected, long-standing financial planning firm with offices in Lexington and Louisville

Financial Partners Group specializes in retirement planning, distribution, and wealth transfer.

Chapel & Collins is a professional services firm specializing in comprehensive wealth management. They provide tailored financial planning, investment management, and risk mitigation strategies to help clients preserve, grow, and transfer their multigenerational wealth. Additionally, they offer specialized services for corporate retirement planning.

Kades & Cheifetz is an independent Registered Investment Advisor, specializing in personalized wealth management. Based in Philadelphia and Florida, the firm offers a range of financial services, including customized investment strategies, cash flow analysis, college savings planning, employee benefits optimization, estate planning, insurance review, and retirement planning. Their approach focuses on building long-term client relationships by tailoring portfolios and financial strategies to meet individual clients' unique needs and goals.

Kiely Wealth Advisory Group, based in Oak Ridge, North Carolina, is a consulting firm specializing in comprehensive wealth management. They offer services including portfolio management, estate planning, and retirement planning. Their primary focus is to educate clients about financial markets and assist them in securing their financial future, often integrating their services with other external investments such as real estate, retirement accounts, or pensions.

Benchmark Wealth Management is a professional services firm specializing in financial planning and wealth management for high-net-worth individuals and retirees. They offer a comprehensive suite of services, including retirement planning, financial consulting, personalized financial planning, and risk management strategies, tailored to meet each client's unique needs and goals.

MDK Private Wealth Management is a finance company specializing in comprehensive wealth management services for private clients. It offers tailored, objective advice encompassing financial planning, investment management, trust and estate planning, private banking, lending, tax planning, and related services.

River Glen Wealth Counselors is an investment management and advisory firm that specializes in providing comprehensive financial planning and investment advice tailored for business owners, corporate executives, and professionals. The firm offers a range of services, including retirement planning, tax strategy, estate planning, asset protection, and investment management. By focusing on authenticity, transparency, adaptability, and accountability, River Glen Wealth Counselors aims to enhance the financial well-being of its clients and help them navigate their unique financial challenges effectively.

Transitions Wealth Management delivers a broad spectrum of wealth management services tailored for both individual and commercial clients. The firm specializes in retirement planning, insurance, personal finance, estate planning, tax strategies, and business planning. By focusing on the unique needs and goals of each client, Transitions Wealth Management aims to provide comprehensive plans and strategies that facilitate informed financial decisions.

Paragon Wealth Strategies, LLC is a financial consultancy based in Jacksonville, Florida, established in 2008. The company specializes in providing a range of financial services, including retirement planning, wealth management, investment management, and financial planning for both individuals and businesses. Paragon Wealth Strategies focuses on delivering tailored solutions that align with clients' specific risk profiles and return expectations, allowing for a comprehensive approach to financial well-being.

Brighton Financial Planning, Inc. is an investment boutique based in Clinton, New Jersey, established in 1984. The firm specializes in offering a range of financial planning and investment advisory services tailored for individuals and small businesses. Its services include discretionary investment management, financial coaching, asset monitoring, and defined contribution advisory services. Brighton Financial Planning focuses on maximizing clients' financial well-being through comprehensive planning that encompasses retirement, estate, insurance, tax, and lifestyle considerations. The company's commitment to coordinated financial and estate planning ensures that clients receive personalized strategies to meet their unique financial goals.

Singh Advisory, based in Denver, Colorado, is a comprehensive wealth management firm. It offers a range of services including investment planning, estate planning, retirement planning, risk management, budgeting, education planning, and income tax planning to help clients manage and grow their wealth effectively.

Kingfisher is a financial services firm that provides asset management, corporate bonds, and business consulting services.

Steward Wealth Management is a professional services firm specializing in wealth management. They offer a broad range of services, including investment management, financial planning, and family office services, tailored to help affluent individuals and families preserve and grow their wealth over the long term. The company stands out for its independent, objective advice, backed by Nobel prize-winning research and institutional trading strategies. Additionally, Steward Wealth Management uniquely integrates the expertise of an in-house CPA and attorney, providing clients with comprehensive, tax-efficient solutions.

Mallard Financial Partners is an investment service company based in Newark, Delaware, established in 1996. It specializes in investment management and financial planning services tailored for individuals, families, small businesses, trusts, and nonprofits throughout the United States. The firm is managed by an experienced executive team that oversees the assets under management, ensuring a personalized approach to meet the diverse financial needs of its clients.

Day & Ennis is a provider of comprehensive wealth management services aimed at individuals and businesses. The firm specializes in investment advisory, insurance, tax planning, estate planning, retirement planning, and overall financial planning. Through its offerings, Day & Ennis delivers financial and investment advice, performance and risk management, and asset management, assisting clients in achieving their financial objectives.

Andesa Financial Management is a wealth management firm that offers advisory services tailored for individuals, families, corporate executives, and non-profit organizations. The firm focuses on providing comprehensive financial solutions to help clients navigate their unique financial landscapes. By prioritizing personalized service and expert guidance, Andesa aims to assist clients in achieving their financial goals and needs.

Empyrion Wealth Management is an investment management firm that specializes in providing comprehensive financial planning and wealth management services. The firm focuses on serving families, women in transition, and retirees, offering a range of services including tax planning, education expenses planning, retirement income strategies, cash flow management, and asset management. By emphasizing broad diversification across multiple asset classes and international markets, Empyrion Wealth Management aims to help clients maximize returns while minimizing risk and volatility.

Transitions Wealth Management delivers a broad spectrum of wealth management services tailored for both individual and commercial clients. The firm specializes in retirement planning, insurance, personal finance, estate planning, tax strategies, and business planning. By focusing on the unique needs and goals of each client, Transitions Wealth Management aims to provide comprehensive plans and strategies that facilitate informed financial decisions.

Resource Planning Group specializes in wealth management and financial planning services tailored for families, entrepreneurs, and executives. The company offers a comprehensive range of solutions, including financial planning and portfolio management, designed to assist clients at various stages of their professional and personal lives, from early-career to retirement. By focusing on individual financial goals, Resource Planning Group aims to empower clients to effectively manage their assets and achieve long-term financial success.

Vintage Financial Services specializes in wealth management and financial advisory services for private individuals across the United States. The firm offers a range of services including investment management, retirement planning, financial planning, pension lump sum analysis, and income tax preparation. By focusing on an unbiased and proactive approach, Vintage Financial Services aims to help clients achieve a secure and comfortable retirement.

Regis Management is an independent investment office focused on serving ultra-high net worth clients, multigenerational families, and foundations. The firm specializes in marketable securities, alternative investments, and private investments, providing customized investment management solutions tailored to the unique goals and needs of each client. In addition to investment management, Regis Management offers tax consulting, return preparation, and philanthropy services, helping clients enhance tax efficiency and achieve their financial objectives. With a consultative approach, the firm aims to deliver exceptional client service and act as a trusted advisor, facilitating meaningful relationships with intermediaries and service providers to support its clients' complex, multigenerational aspirations.

Mark D. Cunningham a sole proprietorship. Cunningham is a well-known wealth management firm.

The Asset Advisory Group is a wealth management firm based in Cincinnati, Ohio, specializing in a range of financial services. The company assists clients with investments, retirement planning, tax planning, estate planning, and risk management. By providing comprehensive financial coaching and tailored strategies, The Asset Advisory Group aims to help clients achieve financial freedom and secure their financial futures.

Goldstein Munger + Associates is an employee-owned investment management firm based in San Ramon, California, founded in 1995. The firm specializes in providing comprehensive wealth management services to high net worth individuals, as well as individuals and charitable organizations. Its offerings include intergenerational wealth planning, cash flow planning, retirement planning, and estate and trust planning. The firm manages client-focused portfolios, investing primarily in public equity and fixed income markets, along with index mutual funds and exchange-traded funds. Utilizing a blend of fundamental and quantitative analysis, Goldstein Munger + Associates employs both in-house and external research to inform its investment decisions. The firm is dedicated to guiding clients through their financial journeys, ensuring they make informed decisions aligned with their life goals. Goldstein Munger + Associates is now a part of Mercer Advisors and operates as a Registered Investment Adviser.

Jordan Financial Strategies provides Financial Advisory Services.

Mallard Advisors is an accounting firm that specializes in wealth management services tailored for scientists, engineers, and financial professionals. The firm provides a comprehensive suite of offerings, including personal financial and tax planning, investment management, and advisory services. By focusing on detailed analysis and transparent calculations, Mallard Advisors aims to instill confidence in its clients' financial decisions, ensuring they have a clear understanding of their financial landscape.

HCO Private Wealth specializes in providing comprehensive wealth management services tailored for high net worth and high-income families. The firm offers a diverse array of services, including financial planning, investment management, advanced tax strategies, estate planning and administration, as well as asset protection. By focusing on these key areas, HCO Private Wealth aims to empower clients with the confidence and clarity needed to navigate all facets of their financial lives.

Starks Financial Group is a financial services company that specializes in financial planning and investment management. It caters to a diverse clientele, including women, retirees, same-sex couples, financial delegators, and socially responsible investors. The firm offers a range of services, such as investment management, retirement planning, estate planning, and financial advisory services, all aimed at helping clients achieve their personal and financial objectives.

Bivin & Associates is an investment advisory firm located in Ponca City, Oklahoma. The company specializes in providing financial solutions, consultation, and tailored asset and wealth management services. It focuses on delivering personalized strategies for investment management and financial planning, including estate planning, to meet the specific needs of its clients.

Berkson Asset Management is an independent financial advisory firm that provides a range of financial planning and investment management services for individuals and business owners. The firm specializes in retirement planning, tax planning, estate planning, and wealth management, helping clients to achieve their financial objectives. By offering tailored solutions, Berkson Asset Management aims to support clients in navigating their financial journeys effectively.

Fure Financial is a wealth management firm that provides a range of financial services to private individuals, families, trusts, and businesses. The company specializes in investment management and personalized financial planning, offering services such as retirement and estate planning, tax minimization, and purchase and sale analysis. Additionally, Fure Financial provides philanthropic counseling to help clients optimize their investments and achieve their financial objectives. Through its comprehensive approach, the firm aims to assist clients in navigating their financial journeys and realizing their financial aspirations.

Sanford Advisory is a financial services firm based in Portage, Michigan, specializing in financial planning and related consulting services. The company offers a range of services, including financial assessment, retirement benefits management, estate planning, and distribution planning for both individuals and businesses. In addition to these core offerings, Sanford Advisory also provides corporate employee benefits and asset management services, ensuring that clients receive comprehensive support tailored to their financial needs. Through its expertise, the firm aims to assist clients in navigating complex financial landscapes and achieving their financial goals.

Heim Young & Associates offers wealth management, estate planning, risk management, and financial planning services.

Convergent Wealth Management is a full-service investment advisory firm dedicated to helping clients build and sustain their wealth. The firm offers a comprehensive range of financial services, including investment management, estate planning, college planning, risk management, tax advice, and business services. Convergent Wealth Management caters to working professionals, entrepreneurs, small business owners, and individuals approaching retirement, providing personalized financial planning and tailored investment strategies. Through its commitment to client-focused service, the firm aims to be a lifelong financial partner for its diverse clientele.

Benemark provides customized wealth management and financial advisory services to a diverse clientele, including professionals, entrepreneurs, small business owners, and retirees. The firm focuses on delivering tailored financial advice that addresses the specific needs and circumstances of each client. Its expertise encompasses investment advisory services and comprehensive financial planning, guiding individuals through significant financial events and helping them achieve their financial objectives. By prioritizing a personalized approach, Benemark aims to build trust and offer knowledgeable guidance for clients seeking to navigate their financial journeys effectively.

Wrenn Financial Strategies specializes in offering financial planning and investment management services tailored to high-net-worth individuals and corporate clients. The firm employs an ensemble team approach, featuring three CERTIFIED FINANCIAL PLANNER™ professionals alongside other skilled team members. Wrenn provides a range of services, including comprehensive and focused financial planning, investment management, and retirement readiness, all designed to help clients achieve their specific financial goals and needs. Through its client-centric approach, Wrenn Financial Strategies aims to deliver effective solutions that support unique financial aspirations.

HawsGoodwin Wealth is a financial planning and investment management firm located in Franklin, Tennessee. The firm specializes in guiding individual and family clients in effectively managing their wealth, while also assisting corporate clients with their financial decision-making processes. HawsGoodwin Wealth focuses on protecting capital, growing wealth, and optimizing taxes through comprehensive financial planning. By offering tailored investment strategies, the firm aims to help individuals, families, trusts, and businesses achieve their financial goals and attain greater financial freedom.

Cordasco Financial Network is a financial advisory firm that provides comprehensive services to individuals, families, and businesses. The firm specializes in financial planning and retirement services, focusing on helping clients achieve financial success. Its offerings include investment management, insurance solutions, retirement analysis, tax optimization, and cash flow management. By delivering these services, Cordasco Financial Network aims to empower clients to make informed financial decisions that align with their goals and enhance their overall financial well-being.

Mirsky Financial Management is a comprehensive financial service company that addresses a wide range of financial needs for individuals and families. The firm specializes in wealth management, retirement planning, estate planning, and tax services. By offering tailored advice and support, Mirsky Financial Management aims to assist clients in navigating their unique financial situations, ensuring that their specific goals and requirements are met effectively.

ACG Wealth is a wealth management firm that focuses on serving high-net-worth individuals, families, and their businesses. The firm provides a range of financial services, including active investment management, insurance assessments, and retirement plan advisory. ACG Wealth emphasizes personalized financial support tailored to the specific needs of its clients, offering both online investing options and human guidance to ensure transparency and effective management of wealth. Through its comprehensive approach, the firm aims to enhance the financial well-being of its clients by delivering customized solutions and expert advice.

Lake Point Advisory Group is a consultancy that specializes in wealth management, financial planning, life insurance, and retirement planning services. The firm is dedicated to assisting clients in achieving their long-term financial goals, particularly targeting mass affluent and high-net-worth individuals, families, and their businesses. By offering a range of investment and insurance products, Lake Point Advisory Group aims to create tailored retirement strategies that align with each client's unique needs and objectives. The company's commitment to integrity, trust, and personalized service underpins its mission to be an indispensable resource for clients making informed financial decisions.

Quest Capital Management, Inc. is a financial services firm dedicated to assisting clients in achieving their financial goals and objectives. The company specializes in comprehensive financial planning and wealth management, offering a range of services that include cash flow planning, investment management, tax planning, estate planning, and risk management. With a team of fifteen CERTIFIED FINANCIAL PLANNER™ professionals, collectively possessing over 150 years of experience, Quest Capital Management emphasizes the importance of tailoring financial strategies to align with clients' life stages and individual circumstances. The firm aims to provide clients with guidance that adapts to their evolving needs, ensuring they are well-equipped to navigate significant life events and secure their financial well-being.

Miller Advisors is a wealth management firm that offers a comprehensive range of services to high-net-worth individuals, families, and businesses. The firm specializes in retirement strategies, investment management, and financial planning, including legacy and divorce planning. In addition, Miller Advisors provides tailored solutions for family businesses and elder care. By focusing on both immediate and long-term financial goals, the company develops customized money management plans that cater to the unique needs of its clients.

AFI Wealth Strategies is a wealth management firm based in Green Bay, Wisconsin, specializing in services for high-net-worth individuals, families, and their businesses. The firm employs a team-based approach to financial planning, which provides clients with a diverse range of expertise. AFI Wealth Strategies offers a comprehensive suite of services, including financial and business planning, institutional consultation, longevity planning, and sustainable investing. Additionally, the firm focuses on portfolio management and the creation of tailored wealth strategies, assisting clients in effectively channeling their investments and making informed financial decisions.

ET George Investment Management, based in Starkville, Mississippi, specializes in wealth management services tailored to individual clients and business owners. The firm focuses on creating comprehensive financial plans and investment strategies that encompass asset allocation, portfolio management, and risk management. Additionally, it offers services in diversification and personal trust management, aiming to assist clients in making informed investment decisions and effectively managing their finances.

Epstein & White is a financial services firm focused on retirement planning and wealth management for mass affluent and high net worth clients. The company offers a comprehensive range of services, including asset protection, legacy planning, social security guidance, retirement income management, and 401k rollovers. Epstein & White is dedicated to helping clients achieve their financial goals through tailored insurance and investment products.

Hart Capital Management, Inc. is an employee-owned hedge fund manager based in Spokane, Washington, with an additional office in Coeur d'Alene, Idaho. Founded in 1998, the firm specializes in asset management and financial planning for individuals, high net worth clients, pension plans, and corporations. Hart Capital focuses on managing separate client-centered equity and fixed income portfolios, primarily investing in public equity and fixed income markets. The firm adopts an absolute return strategy, utilizing fundamental analysis and in-house research to identify value stocks for its portfolios. In addition to managing investments, Hart Capital offers advisory services related to charitable giving, retirement, and business planning. As of December 31, 2020, Hart Capital operates as a subsidiary of Mercer Global Advisors Inc.

Pinnacle Wealth Solutions specializes in financial and wealth planning services for individuals, families, business owners, corporate executives, and charities. Founded in 1985 by G. Carl Mahler, Jr., CFP®, the firm is dedicated to empowering clients to achieve their financial goals and enjoy their lives to the fullest. Pinnacle Wealth Solutions offers a wide range of services, including retirement and tax planning, insurance planning, education funding, and investment and asset management. By providing tailor-made solutions, the firm aims to help clients navigate their financial needs and secure their futures.

Rowland Carmichael Advisors, Inc. is an investment advisory firm based in Scottsdale, Arizona, established in 1988. The firm provides a range of wealth management services tailored to high net worth individuals, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporations. Its investment strategies include high dividend, balanced, and aggressive growth approaches, focusing on both stocks and bonds. Additionally, Rowland Carmichael Advisors offers estate planning, retirement planning, education planning, investment, and tax planning services. The firm has built a strong reputation for its comprehensive wealth management solutions, particularly in retirement planning for corporate clients. As of January 2021, Rowland Carmichael Advisors operates as a subsidiary of Mercer Global Advisors Inc.

McGee Wealth Management is a wealth management firm located in Portland, Oregon, established in 1975. The firm offers a range of financial advisory services, including business planning, financial consulting, estate planning, investment management, and tax planning. McGee Wealth Management also provides brokerage services and specializes in assisting clients with life events and trust services. With decades of experience, the firm is dedicated to helping clients achieve their financial goals and enhance their quality of life throughout various phases of their financial journey. The firm is managed by an experienced executive team focused on delivering personalized and comprehensive financial solutions.

Atlanta Financial Associates focuses on helping clients achieve financial independence through a structured approach known as the Financial Independence Together (FIT) process. This method has positively impacted the financial journeys of various individuals, including retirees, physicians, divorcees, executives, business owners, and young professionals. The FIT process provides a comprehensive analysis and roadmap tailored to each family's financial wellness for the long term. Atlanta Financial Associates offers a range of wealth management services, including customized financial planning, investment management, risk management, tax planning, and retirement planning. By delivering ongoing advice and solutions, the firm aims to help clients optimize their financial situations and effectively plan for the future.

Kays Financial Advisory Corporation, based in Atlanta, Georgia, operates as a subsidiary of Mercer Global Advisors Inc. The firm specializes in providing full-time wealth management and comprehensive financial planning services tailored to individuals and families, particularly those with high net worth. Kays Financial Advisory focuses on helping clients grow and protect their wealth by delivering personalized service and expert guidance. The firm's mission is to assist clients in making informed financial decisions to achieve their financial goals.

Personal Financial Advisors offer comprehensive planning and wealth management services tailored to individuals and families. They focus on providing full-service financial planning and investment management, catering primarily to mass affluent and high net worth clients. Based in locations like Covington, Louisiana, these firms aim to help clients achieve their financial goals through personalized strategies that encompass various aspects of wealth management. By understanding each client's unique financial situation, Personal Financial Advisors guide them in making informed decisions to enhance their financial well-being.

M.J. Smith and Associates is a financial planning and investment management firm that specializes in creating tailored financial and life plans for its clients. The firm offers a range of services including retirement planning, estate planning, risk management, and portfolio design and monitoring. By focusing on the unique circumstances of each client, M.J. Smith and Associates aims to support their clients' aspirations and goals, guiding them towards making strategic long-term investment decisions. As a subsidiary of Mercer Global Advisors Inc., the firm is committed to providing comprehensive financial solutions that reflect the individual needs and objectives of its clientele.

First Ohio Planning, LLC is a financial services company based in Columbus, Ohio, specializing in asset management. As a subsidiary of Mercer Global Advisors Inc. since January 2020, it offers a range of services including investment management and financial management. The firm also provides business programs designed to meet the financial needs of its clients, focusing on delivering tailored solutions to help them achieve their financial goals.

Republic Wealth Advisors, LLC is a registered investment advisory firm based in Austin, Texas, established in 2001. The firm specializes in providing investment management and wealth management advisory services tailored to the needs of individuals, families, and institutions. As a fee-only firm, Republic Wealth Advisors emphasizes a personalized approach to wealth management, offering customizable solutions to help clients achieve their financial goals.

Adam Financial Associates, Inc., located in Boca Raton, Florida, has been dedicated to providing personalized financial planning and wealth management services for over two decades. The firm caters to a diverse clientele, including individuals, couples, and particularly women, helping them create a secure financial future. Adam Financial Associates offers a range of services, including investment management, insurance, tax strategies, estate planning, and retirement advice. By focusing on customized, fee-only financial solutions, the firm empowers its clients to navigate their financial journeys with confidence and support.

AL Hewitt is a financial services firm based in the Camarillo area, specializing in wealth management. The company offers comprehensive services that include tax return preparation and high-quality tax advice tailored for financial advisory clients. By integrating tax services with investment management and financial planning, AL Hewitt aims to provide clients with a holistic approach to managing their finances.

Sage Future Financial, LLC is an independent fee-only financial planning and wealth management firm founded in 2009 and based in Albuquerque, New Mexico. The firm offers a range of services, including investment management, retirement planning, tax planning, estate planning, college funding strategies, and legacy planning. It primarily serves high-net-worth households, managing approximately $100 million in assets for around 45 clients. Through its personalized approach, Sage Future Financial aims to provide comprehensive financial strategies tailored to the unique needs of its clients.

Regent Wealth Management is a registered wealth management and investment advisory firm that operates as a subsidiary of Mercer Global Advisors Inc. The company specializes in providing comprehensive wealth management services, which include investment management and financial life planning. By integrating these services, Regent Wealth Management aims to help clients achieve their financial goals and manage their wealth effectively.

Physicians Financial Advisors operates as a boutique RIA. Physicians Financial Advisors provides comprehensive wealth management services to its high net worth, physician focused clientele.

Jackson Financial Management is a prominent wealth management firm dedicated to serving high net worth households across the United States. The company specializes in a range of wealth management services, including investment strategy reviews, investment due diligence, portfolio design, asset allocation, and performance management. By offering tailored financial solutions, Jackson Financial Management aims to help clients achieve their investment goals and effectively manage their wealth.

Confluence Financial Advisors, LLC is a fee-only comprehensive financial planning firm located in Boulder, Colorado, founded in 2015. The firm specializes in wealth management consultation and retirement plan services, focusing on high-quality financial, investment, and retirement planning. Confluence emphasizes proper diversification and asset allocation to enhance profitability for high net worth clients while minimizing tax liabilities. As of March 2019, it operates as a subsidiary of Mercer Global Advisors Inc.

Arbor Asset Management is an established and highly respected firm—a very attractive business in a dynamic and growing market.

Dragon Financial Group is a private investment firm located in San Mateo, California, and operates as a subsidiary of Mercer Advisors Inc. The firm specializes in financial planning and investment management services, offering a range of solutions that include wealth management, bookkeeping, investment strategy, insurance services, and tax services. Dragon Financial Group aims to assist entrepreneurs, individuals, and businesses in effectively managing their finances and achieving their short, medium, and long-term financial objectives.

Bell Wealth Management Inc., a subsidiary of Mercer Advisors Inc., is a registered investment adviser that has been serving affluent and high-net-worth clients for over 20 years. The firm offers comprehensive wealth management services, employing a disciplined and academic approach to investment management. This methodology helps clients navigate behavioral and environmental challenges, allowing them to effectively protect, grow, and manage their financial resources. Bell Wealth Management is dedicated to assisting individuals and multi-generational families in achieving their financial goals through tailored strategies and a focus on long-term stewardship of wealth.

McDermott Advisory Group is a respected registered investment advisory firm that offers a comprehensive range of financial advisory services. The firm specializes in wealth advisory, wealth management, financial planning, and investment management, catering primarily to affluent and high net worth clients, as well as business entities. By providing tailored solutions, McDermott Advisory Group helps clients navigate their evolving financial needs and achieve their long-term financial goals.

FIM Group has served clients as a global investment manager and financial planner since 1984. Their mission is to ensure that their clients have the resources they need to support the quality of life they desire. They believe in long-term investing that adopts a disciplined investment process. They emphasize protecting and sustaining their clients' wealth every bit as much as growing their assets.

Sigma Investment Management is an investment management company that offers institutional-style services to a diverse clientele, including individuals, families, trusts, charitable endowments, corporations, and retirement plans. The firm specializes in creating customized portfolio strategies aimed at effectively managing risk while catering to both short-term needs and long-term objectives. In addition to investment advising and retirement plan assistance, Sigma provides nondiscretionary services tailored to meet specific goals. This approach enables clients to develop rational, long-term investment plans that are diversified across various asset types.

Beacon Wealth Management, founded in 2002 by Mark Germain, offers a range of wealth management services aimed at comprehensive financial planning and investment management. With a dedicated team of six staff members, the firm serves approximately 170 clients and households, providing tailored solutions that include asset management, retirement planning, estate planning, and tax-efficient portfolio management. Beacon Wealth Management is committed to helping clients achieve their financial goals through personalized strategies and expert guidance.

Traust Sollus Wealth Management is a boutique firm that specializes in providing comprehensive wealth management services for high net worth individuals. The firm focuses on sophisticated financial planning, investment management, and tax planning strategies. By offering tailored financial advisory and insurance solutions, Traust Sollus aims to assist clients in making informed financial decisions and optimizing their wealth. Through its expertise, the firm seeks to enhance clients' profits and cash flows while addressing their unique financial needs.

GFS Private Wealth specializes in delivering comprehensive wealth management services tailored for affluent individuals and their families. The firm focuses on aligning financial decisions with clients' personal goals, offering a diverse range of solutions that include investment management, financial planning, family office services, retirement benefits and distribution planning, estate planning, and tax management. By providing expert guidance and support, GFS Private Wealth aims to simplify the financial lives of its clients while helping them sustain and grow their long-term wealth.

Murray & Co. is a privately owned registered investment advisor established in 1999, specializing in providing tailored investment counseling and portfolio management services. The firm caters to a diverse clientele, including high net worth individuals and families, endowments, non-profit foundations, and corporate pension funds. Murray & Co. emphasizes delivering high-quality advisory services focused on achieving appropriate returns and consistent results for its clients. The firm operates in compliance with regulations, offering its asset management services in states where it is lawfully registered.

Pinnacle Investment Management Inc. is a wealth management firm that focuses on enhancing clients' long-term financial success through tailored services. The company specializes in financial planning, investment management, and retirement planning, offering personalized and objective advisory services. Its team comprises professionally qualified and experienced advisors who assist a diverse clientele, including retirees, business owners, corporate executives, medical professionals, non-profit organizations, and pension plans, in achieving their financial goals. Pinnacle aims to help clients grow and conserve their wealth while optimizing their financial decisions.

Ray Mignone & Associates is a financial services firm based in Little Neck, New York, specializing in financial planning and investment management. The company provides a range of services, including retirement and financial planning, estate and tax planning, and strategic portfolio management. By offering customized portfolios tailored to the unique needs of each client, Ray Mignone & Associates aims to help individuals optimize their wealth and achieve their financial goals.

Blue Moon Wealth Advisory LLC, established in 2014 and located in Bellevue, Washington, provides comprehensive investment advisory and financial planning services. As a subsidiary of Mercer Advisors Inc., the firm focuses on wealth management that extends beyond portfolio management. Its offerings include detailed retirement planning analyses, tax strategy development through tax return reviews, and estate planning to facilitate smooth generational transitions. The firm also caters to executive clients by providing guidance on stock option exercises and assists small business owners with succession planning for company sales. Blue Moon Wealth Advisory emphasizes active engagement with clients and their families to foster long-term financial success.

Wealth Design Services Inc. is a financial planning firm based in Rochester, New York, founded in 2004. As a subsidiary of Mercer Advisors Inc., the company specializes in a comprehensive range of services tailored for individuals and families. These services include investment management, estate planning, cash flow management, tax planning minimization, benefit analysis, and insurance planning. Wealth Design Services focuses on coordinating financial strategies to protect client assets and maximize wealth, ensuring that clients can achieve confidence in their financial futures.

Duckworth Wealth Advisors, based in Newport Beach, California, is a family office that specializes in wealth management and personal office services. The firm offers a comprehensive range of services tailored to meet the unique needs of high net worth individuals and families. These services include investment management, financial planning, estate and tax planning, corporate trustee services, as well as business and succession planning. Duckworth Wealth Advisors also provides specialized support in areas such as charitable and legacy planning, financial life planning, and assistance with social security and Medicare. By focusing on individualized strategies, the firm aims to help clients navigate complex financial situations and achieve their personal and financial goals.

Novos Planning Associates is an investment advisory firm based in New York City. The company specializes in providing a range of financial services, including wealth management, financial planning, and pension consulting. Additionally, Novos Planning Associates offers portfolio management services tailored to meet the needs of its clients, helping them to navigate their investment strategies effectively. Through its comprehensive approach, the firm aims to support individuals and organizations in achieving their financial goals.

Fabian Wealth Strategies, Inc. is a registered investment advisor that specializes in providing investment advisory services, particularly in the area of exchange-traded funds. Managed by Doug Fabian, the firm combines asset management with investor education, aiming to create effective wealth management solutions for its clients. As a subsidiary of Mercer Advisors Inc., Fabian Wealth Strategies focuses on delivering tailored financial guidance and strategies to help clients achieve their investment goals.

Pegasus Advisors, LLC is an investment advisory firm based in Dallas, Texas, specializing in financial, tax, and investment planning services for both individual and business clients. Established in 2000, the firm provides a comprehensive range of services, including financial goal planning, risk management, estate planning, tax planning and preparation, portfolio analysis, investment allocation, retirement planning, and cash flow planning. Additionally, it offers education funding and business planning services, along with ongoing consultation to support clients in achieving their financial objectives. As of 2016, Pegasus Advisors operates as a subsidiary of Mercer Advisors Inc.

Kanaly Trust Company is a privately owned investment management firm based in Houston, Texas, founded in 1975. The firm specializes in providing financial planning, wealth management, and trusts and estate planning services primarily to high net worth individuals, estates, and families. It manages and advises over $2 billion in assets, focusing on client-centered equity and fixed income portfolios. Kanaly Trust invests in the public equity, fixed income, and real estate markets within the United States. The firm is known for its personalized approach to managing and planning financial affairs, guided by an experienced executive management team.

Tufton Capital Management, LLC, established in 1995, is an employee-owned investment management firm based in Hunt Valley, Maryland. It provides personalized investment services to a diverse range of clients, including high net worth individuals, institutions, and retirement plans. The firm manages equity and balanced portfolios, primarily investing in large-cap U.S. stocks and fixed income markets. Tufton employs a combination of fundamental and quantitative analysis for its investments and benchmarks performance against the S&P 500 Index. In addition to investment management, the firm offers 401(k) advisory and trust administration services.