IREXA - Financial Services / Wealth Strategies

Joyn

Joyn Advisors is a financial wealth management firm based in Atlanta, offering Behavioral Wealth Management for high net worth individuals, privately-owned businesses and their families. Over the past decade, the company has been developing this model to better equip clients with the knowledge and tools they need to make informed decisions that will positively impact their money, wealth, and quality of life. The team at Joyn Advisors is committed to helping clients manage their money and mindset through personalized financial advisory services. Their approach leverages technology, data-driven insights, and long-term strategies to ensure that clients make sound financial decisions. As of January 2019, Joyn Advisors had $1.38 billion in assets under management.

Fortress Financial Strategies

We specialize in Integrated Comprehensive Wealth Management.  Our vast resources and access to subject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs.   We provide specialty programs you won't find anywhere else like Integrated Financial Planning for Doctors, Financial Planning for Business Owners and Custom Retirement Plans for Businesses, a local private portfolio management team for High Net-Worth Investors, Federal Employee Financial Planning and Benefits analysis, and Group Benefits and Insurance for Businesses.  While most of our client's are located in Arizona we do work with a select group of client's across the United States.   Contact us today for a one hour no obligation review and find out how we can help you.

Burt Wealth Advisors

For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets. We pride ourselves on our individualized approach to asset management as well as our commitment to putting our clients' interests first and foremost. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client's wealth--from accumulation and growth through preservation and distribution. Since our founding in 1985 by Dr. Marvin Burt, the firm has been managing money for individuals, families, trusts, and corporations. It currently manages $380 million in assets as of June 30, 2011. Fred Cornelius, CFA, CFP, our current president and CEO, joined the firm in 1991. Our other lead advisors, Maria Cornelius, Todd Growney, and Larry Attanasio, are all CFPs with between 15 and 25 years of experience in the financial industry.

RL Paler Investment Advisors

RL Paler Investment Advisors, LLC is committed to providing the best possible wealth management solutions for high-net-worth families. We understand the importance of avoiding any potential conflicts of interest that come with working with Wall Street firms. Our performance-based fee-based money management services are tailored to meet the needs of our select clients. Our team is highly experienced in a range of services, including individual and trust accounts, individual retirement planning, corporate accounts, corporate retirement plans, and foundations. We go above and beyond to ensure that your investments are managed with the utmost care and attention.

Resonance Financial

At Resonance Financial, our mission is to provide goal-oriented financial planning and asset management for high net worth individuals, ultra-high net worth investors, foundations, and consulting services. Our expert portfolio manager holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner™ certifications and is experienced in providing tailored investment solutions. We offer competitive fees and strive to provide exceptional service. Our team has the necessary skills and knowledge to understand and meet the needs of our clients. We take into account their goals, objectives, and risk tolerance when we create tailored investment strategies. In addition, we are available for hourly consulting and have an experienced staff to provide additional guidance and support.

Hawkins Wealth Advisory

Hawkins Wealth Advisory is a private wealth management firm dedicated to helping high net worth individuals and families achieve financial security. We provide specialized retirement income planning, structuring, and estate tax strategies as well as unique disability insurance for high earners and those who may be uninsurable with traditional carriers. Our global services team provides life insurance, health insurance, disability insurance, accident insurance, travel insurance, and custom investment portfolios to help our clients reach their goals. We strive to provide the highest quality of service and expertise to ensure our clients get the best advice and solutions. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

HawsGoodwin Wealth

HawsGoodwin Wealth is an RIA that provides financial planning and investment management services to individual and corporate clients. Our team of professionals, which includes Certified Financial Planners™ and Certified Private Wealth Advisors® (CPWA®), is committed to acting in our clients' best interest and ensuring they are well-equipped to make sound financial decisions. We offer comprehensive guidance on a range of financial topics, including investments, retirement planning, tax strategies, estate planning, and more. By leveraging the expertise of our CPWA-certified advisors, we can provide high-net-worth individuals with insights and solutions tailored to their 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.

Empirical Wealth Management

Empirical was created for the sole purpose of providing financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic research, years of hands-on experience, and advanced education to help investors grow and protect their wealth. Rather than just being another Financial Advisor, we at Empirical strive to be your Personal Financial Advocate, working to help you make consistently smart financial choices. We accomplish this by weighing each financial decision within the context of your overall financial plan. This strategy is simple, yet profound: the greater the number of prudent financial choices you make, the more quickly you will get to where you want to be. Our Mission is to provide you with the most effective, unbiased investment and financial planning advice available.