Wealth Partners Capital Group

MCF Advisors is a wealth management firm located in Covington, Kentucky, founded in 2004. The firm provides a range of services to individuals and small businesses, including financial planning, portfolio management, tax advisory and preparation, and business accounting and consulting services. MCF Advisors also assists clients in selecting other advisors, such as private fund managers, and offers bill-payment services. As a Registered Investment Adviser, the firm is committed to managing assets under the guidance of its executive management team, ensuring a tailored approach to meet the specific needs of its clients.

The Wealth Alliance is a financial services company that provides comprehensive advisory services to both individuals and businesses. Their offerings include portfolio management, retirement planning, estate planning, eldercare planning, and succession planning, aiming to deliver expert guidance, enhance client peace of mind, and provide unbiased advice tailored to each client's unique financial needs.

Founded in 2000 and headquartered in Dallas, TX, True North Advisors is a wealth management firm serving high net worth individuals with investable assets of at least $1 million. They offer asset management, family wealth planning, investments, and business transaction planning solutions.

Warren Averett Asset Management is a financial planning and investment advisory firm. It offers personal wealth management, tax, estate, retirement plan, and institutional consulting services.

Merit Financial Advisors is a financial services firm focused on helping individuals in or nearing retirement achieve their financial goals through wealth management, financial planning, and life transitions, while also serving business clients with related advisory services. The firm offers asset management, retirement plan advice, participant consulting, and educational workshops, and complements these with employee wellness programs. Based in Melbourne, Australia, Merit Financial Advisors operates as a registered investment adviser guided by an experienced leadership team.

Via Transportation Inc. is a company that develops innovative public mobility solutions, focusing on on-demand and pre-scheduled transit. Founded in 2012 and headquartered in New York, Via serves a diverse range of clients, including public transit agencies, cities, universities, corporations, and school districts. The company's mobile app connects passengers traveling in the same direction, allowing them to share premium vehicles and enhancing the efficiency of public transit systems. Via aims to transform traditional, rigid transit systems into dynamic networks by integrating its technology with existing public transportation infrastructure. This approach not only reduces operational costs and traffic congestion but also minimizes single-occupancy trips and carbon emissions, providing more accessible and environmentally friendly transit options. Via operates both in the United States and Europe through partnerships, including a joint venture with Mercedes-Benz Vans.

Forbes Family Trust is a private wealth management company that aims to help wealthy individuals and families manage their wealth and lifestyle through long-term relationships based on unparalleled service, responsiveness, and intellectual rigor. Building on the entrepreneurial spirit that has driven the Forbes family since the founding of its eponymous magazine in 1917, Forbes Family Trust developed a multifamily office and investment firm dedicated to the values of relationship building, responsiveness, and expertise.

Founded in 1973, MAI Capital Management is an independent, fee-based wealth management firm based in Cleveland, Ohio. They offer comprehensive planning and investment advisory services, including financial consulting, family office administration, investment management, estate planning, and tax planning.

Founded in 1985, EP Wealth Advisors is an employee-owned investment manager based in Torrance, California. The firm provides personalized investment advisory services to a diverse range of clients, including high net worth individuals, charitable organizations, and businesses. They invest across global markets, sectors, and asset classes, employing both technical and fundamental analysis methods.