The Mather Group

Clear Perspectives Financial Planning is a registered investment adviser firm located in Cincinnati, Ohio. The company provides a broad array of financial services, including insurance solutions, investment planning, debt management, tax advice and preparation, and estate planning guidance. Additionally, it specializes in portfolio management and concentrated stock management, alongside risk assessment services. Clear Perspectives aims to assist clients in achieving their financial goals through personalized planning and strategic advice.

Multi Fund Management is an registered investment advisor.

PartnersInWealth is an independent financial advisory firm based in Houston, Texas, established in 1984 to provide comprehensive financial management services to financially successful families. With decades of experience, the firm offers expertise in wealth management, retirement planning, tax planning, and asset protection, helping clients navigate various personal and economic challenges. PartnersInWealth emphasizes a long-term commitment to its clients, viewing their wealth as a legacy to be preserved for future generations. The firm is employee-owned, with a solid succession plan that ensures the continuity of its services and culture. Its dedication to client satisfaction has resulted in numerous accolades, including recognition as one of the top wealth management firms in Houston and multiple awards for excellence in service.

Barnett Financial is a comprehensive wealth management practice, providing clients with financial planning and portfolio management.