Lee Financial

Areté Wealth Strategists

Arete Wealth Strategists is a fee only financial advisory firm offering financial planning and investment management services for executives and business owners. We bring bring strategy, structure, clarity and confidence to your financial life and keep it that way. We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals. We align with clients who see the purpose of money as a means to enhance their own and their families' well-being. We view our success as maximizing your return on life, not simply your return on investment. Why Choose Us? - We specialize in the needs of small business owners - High-touch, limited number of engagements (you'll deal with the same people throughout your engagement) - We are your fiduciary and thus legally obligated to put your best interests first - Credentialed and experienced - Innovative, flexible and tailored investment philosophy - Cutting-edge technology to save you time, increase accessibility & reduce our carbon footprint

PathBridge Financial

PathBridge Financial is a fee-only financial advisory firm located in Pittsburgh, PA. Their mission is to provide unbiased, trustworthy financial guidance and investment management services for individuals either preparing for, or already enjoying retirement. All their services are provided without commissions, allowing clients to make decisions with full confidence and assurance. The team at PathBridge Financial has extensive experience in the financial services industry, and their expertise allows them to design personalized solutions that meet the needs of each individual. They take the time to understand the goals and objectives of every client, and use their knowledge to create an effective plan for achieving financial success.

Lee Financial

Lee Financial is a fee-only financial advisory firm serving high net worth individuals and families across the United States. Our services include financial planning, investment management, and human capital development. We strive to provide our clients with high-quality advice and support to help them reach their financial goals. 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.

Axiom Advisory

Axiom Advisory, LLC is a fee-only financial advisory firm located in San Francisco, CA.   We specialize in providing comprehensive financial planning, tax planning, tax preparation, and investment management services to individuals and small businesses.

Councilor, Buchanan & Mitchell

Councilor, Buchanan & Mitchell, P.C. (CBM), a full-service professional accounting and advisory services business, has provided audit, tax, accounting and business advisory services to clients in the Washington, DC area and throughout the Mid-Atlantic region since 1921. The firm is fully committed to providing clients with teams of dedicated professionals who deliver realistic, clear and valuable solutions for their business. CBM serves not-for-profit organizations, construction and real estate entities, professional services firms, automobile dealerships and family-owned businesses, and delivers financial planning, litigation support and collaborative divorce support services. CBM's subsidiary May Barnhard Investments, LLC, is a fee-only financial advisory firm that offers comprehensive financial planning and investment management services.

Axiom Advisory

Axiom Advisory, LLC is a fee-only financial advisory firm based in San Diego, CA. We offer comprehensive financial planning, tax planning, tax preparation, and investment management services to individuals and small businesses. Our goal is to help our clients make the best financial decisions to reach their goals. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Paragon Wealth Strategies

Paragon Wealth Strategies is a fee-only financial advisory firm that provides expert advice on retirement income strategies. Our team of experienced advisors can assist you in preparing for and optimizing your retirement, no matter what stage of life you are in. Let us help you make the most of your retirement.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.

Medicus Wealth Planning

Medicus Wealth Planning is a fiduciary, fee-only financial advisory firm that specializes in providing comprehensive financial planning and investment management services to those who are nearing retirement. Our team of experienced professionals have obtained various designations such as CFP®, Enrolled Agent, Masters in Financial Planning, and CDFA®. We are committed to helping clients navigate the complexities of retirement planning.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.