CORDA Investment Management

Cross Border Wealth Registered Investment Advisory Firm

Cross Border Wealth is a U.S.-based Registered Investment Advisory firm. Born out of the necessity for a new class of investment advisor, one with greater global perspective. While most financial firms work primarily within the United States, Our philosophy of diversification and a cosmopolitan mindset compel us to think and invest differently. Our commitment to international families in the U.S. and abroad includes globally-oriented Americans, expatriates and foreign nationals. We believe in building lasting client relationships based on trust earned through wise counsel, investment results, clear and candid communication. We are independent, attentive, and free from conflicts of interest. We serve as your advocate, unfailingly focused on your best interests.

Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm

Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, while staying current with tax and estate law changes.

Norseman Advisory Group

Norseman Advisory Group, Inc. is a state-registered investment advisory firm located in Virginia, providing services to those living in Newport News, Hampton Roads, Williamsburg, Richmond, Virginia Beach, and the surrounding areas. We specialize in pre- and retirement solutions, wealth and asset management, insurance and long-term care, empowering women for retirement, social security maximization, tax-efficient strategies, IRA & 401(K) rollovers, and legacy planning. Our mission is to help our clients reach their financial goals by providing them custom-tailored investment strategies. As fiduciaries, we are legally obliged to prioritize our clients' interests and offer them transparent and open solutions. We offer a free initial consultation to discuss your current situation and decide if our collaboration would be beneficial for both parties. We don't work for any particular money manager or insurance company - we work for you. Taking pride in our commitment to put our best foot forward, we strive to provide the highest quality services.

NW Tax & Wealth Advisory Group

NW Tax & Wealth Advisory Group, Inc. is an independent Registered Investment Advisory Firm based in the Pacific Northwest. We have been helping clients with their financial planning and retirement solutions since 1973. Our firm exists to provide individualized advice and strategies tailored to each client's particular needs. As an independent business, we are able to offer a wide range of services, strategies, and financial products. We take tax considerations into account when designing plans and making recommendations. We understand that each client's situation is unique, so we don't use a one-size-fits-all approach. We strive to provide comprehensive and personal service with uncompromising integrity, so our clients can have peace of mind in retirement.

Capital Planning

At Capital Planning, our mission has always been to provide clients with impartial advice to help them make important financial decisions. Our advisors have a wealth of experience and knowledge, having worked in the industry for an average of 25 years and with us for 15 years. This provides our clients with the confidence to trust us. As a fee-based registered investment advisory firm, we are able to offer the best solutions to our clients. We are an independent company, so our team works solely for our clients’ interests, offering objective advice. Through our experience and tried-and-true strategies, we can help clients plan for retirement, the sale of a business or creating a family legacy.

Lucien Stirling & Gray Advisory Group, Inc.

Lucien Stirling & Gray Advisory Group, Inc. is a Registered Investment Advisory firm based in Austin, Texas. The company has been providing financial planning and wealth management services for over 28 years, with their mission being to provide intelligent financial advice that helps clients maximize their personal opportunities and minimize their financial concerns. The team of advisors at Lucien Stirling & Gray are dedicated to offering fee-only services and fiduciary level advice. They have a strong track record of fulfilling clients' needs in a way that is both reliable and tailored to their individual circumstances. The team's experience means they are well placed to offer personalized financial advice that is tailored to each client's unique needs. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Brein Wealth Management

Brein Wealth Management is a Registered Investment Advisory firm providing services throughout the Seattle region and East Side. We specialize in Retirement Planning, Social Security Planning, College Planning, Estate Planning, and Financial Analysis. If you need help starting to save for retirement, or want to ensure your current savings are sufficient for retirement and will be passed on to your beneficiaries without incurring extra taxes, we can help. Our approach is based on education and we offer a wide variety of products, including Life Insurance, Annuities, and Actively Managed Institutional Investment Strategies. Unlike some traditional brokerage firms, we act as a Fiduciary for our clients; this means we always prioritize your interests before ours. The Financial Services Industry has been allowing people down for a long time with their deceptive sales tactics, fees that are incomprehensible, and poor performance with their customers’ funds. Brein Wealth Management is here to change that. Get in touch today to begin your journey towards financial success.

Everhart Advisors

Everhart Advisors is a registered investment advisory firm that offers retirement plan consulting, employee education and wealth management services to businesses, retirees, individuals and families. Our firm has almost three decades of experience in advising clients on their financial needs, and we have offices in Dublin, Ohio, Dayton, Ohio and Fort Myers, Florida. Our mission is to help our clients achieve their financial goals by providing them with the best advice and resources. We provide comprehensive services that include tax planning and preparation, retirement planning, and more. Our team of experienced professionals is dedicated to providing personalized guidance to each client. We are one of the largest independently-owned investment advisory firms in Ohio and strive to help our clients reach their financial objectives.