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.

True North Advisors is a wealth management firm located in Dallas, Texas, specializing in asset management and family wealth planning. The firm caters to high-net-worth individuals, families, and institutional clients, including middle-market corporations, municipalities, and non-profit organizations. True North Advisors offers a range of services, including investment management and business transaction planning, aimed at helping clients effectively manage and grow their financial resources. The firm is dedicated to providing tailored solutions that address the unique needs of each client, ensuring their financial goals are met with a personalized approach.

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 dedicated to assisting individuals, particularly those in or nearing retirement, in achieving their financial objectives. The company offers a range of services, including financial planning, wealth management, and investment management, tailored to meet the unique needs of its clients. By focusing on life transitions and financial wellness, Merit Financial Advisors aims to educate clients and provide them with strategies for risk mitigation and wealth advising. Through these comprehensive solutions, the firm strives to empower clients to attain financial freedom and surpass their personal financial goals.

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.

MAI Capital Management is a fee-based wealth management firm located in Cleveland, Ohio, specializing in comprehensive financial planning and investment advisory services. The firm provides a range of offerings, including financial and retirement planning, investment management, insurance and risk assessment, as well as trust, estate planning, and tax solutions. MAI Capital Management focuses on delivering objective recommendations tailored to help clients achieve their financial goals and build wealth effectively.

EP Wealth Advisors, Inc. is an employee-owned investment management firm based in Torrance, California, with additional offices in several major cities. Founded in 1985, the firm primarily serves high net worth individuals but also provides services to charitable organizations, trusts, estates, corporations, and pension plans. EP Wealth Advisors offers a comprehensive range of financial services, including investment advisory, financial planning, and wealth management. The firm invests in public equity, fixed income, and alternative markets globally, focusing on various sectors such as staples, energy, financials, healthcare, and real estate. Its fixed income portfolio encompasses investment-grade corporate securities, mortgage-backed securities, and municipal fixed income. Employing a blend of technical and fundamental analysis, the firm develops customized investment strategies to meet clients’ specific goals while managing risk. EP Wealth Advisors emphasizes the use of both in-house and external research to enhance its investment decision-making process.