R T Jones Capital Equities

Capital Advantage

Capital Advantage, Inc. is an SEC-registered investment advisor that specializes in helping clients reach their financial objectives. We provide personalized service and comprehensive planning with a focus on portfolio construction and risk management, as well as maximizing tax efficiency and minimizing expenses. Our team has decades of experience and is committed to delivering the highest level of expertise possible. We specialize in retirement, education, estate, investment tax, risk management, and charitable gift planning. Our attention to detail ensures that each client's individual objectives, risk tolerance, and timeline are taken into account.

FORUM Private Client Group

FORUM Private Client Group is an SEC registered investment advisor that provides personalized financial planning and investment advisory services to individuals. Our goal is to create a plan tailored to each client's unique needs, and our advice is independent and objective. As such, all of our services are offered on a fee-only basis, without any commissions or incentives from the sale of investment products. Our team of experienced professionals strives to ensure our clients' best interests are always at the forefront of our services.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

ARQ Wealth Advisors

ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered with the SEC. Founded in July of 2008 during the worst financial crisis since the Great Depression, we are advisors for a select few successful entrepreneurs, disciplined savers, and wealth accumulators who strive to live a work optional lifestyle. We accomplish this through our Team Based Model and comprehensive ARQ planning process. We recognize every client is different and believe investment solutions cannot be determined with a simple questionnaire or algorithm.  The "right" question is unique.  It's why we ask a lot of questions - identifying outcomes most meaningful to you. Together, we develop a plan to help you achieve those outcomes. Each of us left large institutions because we wanted to focus on delivering exceptional experiences for our clients unencumbered by corporate conflicts. We are the antithesis of the big corporate financial companies who put shareholders and corporate profits ahead of the client. Our firm's mission is to deliver exceptional service, implement customized portfolio solutions, and assess fees below the industry average. The personalized level of attention our clients receive is the cornerstone of our business, and because we are a "fee-only" firm, we act in our clients' best interests.  We receive no third-party compensation, and all recommendations are completely unbiased...

Pure Financial Advisors

Pure Financial Advisors, LLC is a Registered Investment Advisor that specializes in delivering comprehensive strategic retirement planning and low-cost, tax-optimized asset management. Our advisors are fiduciaries, meaning they are held to the highest standard of care and duty, and are non-commissioned experienced financial professionals. We never accept referral fees or sell products, so our clients can trust that our services are unbiased and in their best interests. Our team of financial advisors are dedicated to helping you achieve your retirement goals. We provide tailored plans based on your individual needs, from pre-retirement planning to retirement income management and asset optimization. Our goal is to create a strategy that will reduce your tax burden and help you protect and grow your wealth.

Larson Wealth Management

Larson Wealth Management is an independent, fiduciary investment management and financial planning firm. Larson Wealth Management is an independent Registered Investment Advisor (RIA). Our services are focused on helping our clients grow and protect their wealth.  We help them prepare for the largest financial events in their lives: buying a home and working on become debt-free, saving for kids' college expenses, retiring from active work, and distributing the leftover estate to heirs in an efficient manner.  In all of our planning we help our clients maintain tax-efficiency by utilizing IRS-approved strategies to shelter income from taxes. Larson Wealth Management is absolutely committed to doing what is best for our clients each and every time - no matter what. We are a fee-based, independent financial advisory firm that is dedicated to helping our clients achieve financial success by solving their most critical financial problems. We do not receive commissions from investment custodians and we don't sell investment products.  Rather, we work directly for our clients according to service contracts that have simple, transparent fee structures.  Our objective is to help our clients grow their wealth as aggressively as needed to reach their goals without taking on risks that are unnecessary.  All of our planning is centered around our clients' objectives...

Hartley Advisors

Hartley Advisors is a trusted, family-run investment advisory firm that helps clients reach their financial goals. We are a Registered Investment Advisor, meaning we always act in the best interest of our clients. Our team of experienced financial advisors has more than 60 years of combined investing experience and also personally invests in the same securities we recommend. Our mission is to provide our clients with long-term financial security and peace of mind. We offer tailored solutions to meet our clients' individual needs and strive to ensure they grow, protect and manage their wealth. 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.

7Summit Advisors

7Summit Advisors, LLC is a registered investment advisor founded by Li Chang, CFP® and former NFL Players Association Registered Player Financial Advisor. The firm specializes in providing tailored wealth management services for wealthy investors, offering asset allocation strategies and creating plans to build, manage and protect wealth. With over a decade of experience in managing assets, Li Chang serves as the Managing Director of the firm, leading a team of experienced professionals with the goal of helping clients reach their financial goals. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

EP Wealth Advisors

EP Wealth Advisors is a leading wealth management firm providing sophisticated investment management and financial planning services. We have been helping our clients achieve their goals since 1992 through our commitment and dedication to them. Collaboration, trust, transparency, and education are essential to our successful partnerships with our clients. As an independent Registered Investment Advisor, our goal is to help our clients make informed life decisions by providing intelligent portfolio design in coordination with advanced planning. Our team of professionals is focused on delivering exceptional customer service and finding the best solutions for each of our clients. We strive to create meaningful relationships with our clients through open communication, educational opportunities, and a passion for helping them succeed. With our experience and knowledge, we can help you reach your financial objectives.