Knox Financial

Knox Financial

Knox Financial is a financial services firm committed to helping clients reach their financial goals by providing tailored investments, insurance, and real estate solutions. As experienced investment advisors, we provide comprehensive financial planning for the mass affluent. Our range of services include stocks and bonds, retirement accounts for individuals and small businesses, college savings plans, annuities, fee-based managed accounts, mutual funds, life insurance, and long-term care insurance. Additionally, we provide 1st mortgages, 2nd mortgages, HELOCS, and real estate listings. We strive to provide our clients with the best possible solutions to suit their unique needs. 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.

Orion Capital Management

Orion Capital Management is a Registered Investment Advisor located in Coronado, CA, providing customized investment management and comprehensive financial planning services for affluent individuals. Our minimum investment requirement is $500,000, and we are an independent, fee-only advisor, offering unbiased advice to our clients without commission or sales of financial products. Our team of experienced professionals provides comprehensive support to successful business owners, professionals, and high-net worth investors, tailoring each portfolio to their unique needs and objectives. With a commitment to excellence and integrity, we strive to build long-term relationships with our clients, ensuring their investments are managed with the highest level of care and attention.

Ambassador Wealth Management

Finding the right financial advisor is a vital step for achieving success in life's transitions. Ambassador Wealth Management is a holistic financial planning firm that provides tailored services and advice to affluent clients. We understand the importance of developing an individualized plan that meets our clients’ needs and goals, as well as monitoring and adapting that plan to changing market conditions and life events. Our team of experienced advisors works with clients to create a comprehensive strategy that best suits their lifestyle, while also helping to implement and manage their investments. 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.

Indy Wealth Planning Group

For three decades, Bryan Richardson has been helping Retirees and Pre-Retirees make the right financial decisions for their retirement. He is the President of Indy Wealth Planning Group and specializes in the distribution phase of his clients' financial lives by providing them with strategies that provide security, consistency, and predictability in their retirement, regardless of stock market volatility. When crafting a retirement plan, it is imperative to ensure that all investments, accounts, income plans, risk plans, and social security work together. His main priority is to create a risk plan that will protect against market corrections but also capture most of the upside of the market. This type of risk management and attention to accounts is usually only accessible to the affluent. Bryan graduated from Brebeuf High School, Manchester College and participates in ongoing studies on complex financial instruments at Wharton, The New York Stock Exchange, Goldman Sachs and Wellington Management. He is licensed for securities (Series 6 and 63) as well as life health and disability insurance in several states. Bryan has been married for over two decades and has five children and one grandchild. He leads an active lifestyle and enjoys golf, swimming, and running. He attends Light Of The World Christian Church.

Cartwright Partners

We work with closely held businesses, their owners and affluent individuals to minimize their taxes and plan for their financial future. Cartwright Partners is a nationally licensed tax professional ,  accounting and business consulting firm located in Walnut Creek, CA.

Echelon Wealth Strategies

At Echelon Wealth Strategies, our mission is to help affluent individuals and families, closely-held business owners, and those looking to retire develop tax-efficient retirement strategies. We understand that no single strategy works for everyone, so we provide personalized attention to each client to ensure their financial goals and objectives are met in the most tax-effective way possible. Our experienced team specializes in developing tailored strategies that meet the needs of entrepreneurs. We take a proactive approach to assist with planning, execution, and follow-up to ensure successful outcomes. With our help, you can feel confident that your retirement plan will be in good shape.

Regus Alabama Southbridge

If you're looking for a touch of suburban life in the city, look no further than 2100 Southbridge Parkway. Recently remodelled with a sleek contemporary design, this address is situated between the leafy Homewood and Mountain Brook areas, two affluent suburbs full of upscale shops, cafes and restaurants.The building plays host to a variety of corporations from the financial, legal and healthcare industries, making it the perfect destination for those who seek a professional environment. If you're planning a team building day out, Birmingham Zoo and the Botanical Gardens are only minutes away.At Regus Alabama Southbridge, we understand that everyone's needs are different, so we offer a range of office solutions to suit your requirements. We have private, fully furnished and equipped offices for one person or an entire company, coworking spaces, thousands of available meeting rooms and virtual offices with business addresses in prime locations, mail handling and a professional virtual assistant to answer calls. With our flexible working plans, you can work anywhere in the world with unlimited access to our network of business lounges in city centres, airports and stations. Enquire now to find the perfect office solution for you.

The Investment Counsel Company

The Investment Counsel Company is a Nevada-based, independent investment management consulting firm that has been providing financial advice and guidance for over three decades. It was one of the first firms of its kind in the state, and is the only Nevada firm to make the Top 100 Independent Financial Advisors list of the Wall Street Journal and Barron’s. The Investment Counsel Company currently manages over $1.4 billion in assets. The company is dedicated to helping its clients reach their financial goals, whether it's affluent families, business owners, retirement plan sponsors, foundations or endowments. Its founder and CEO, Randy Garcia, has set the bar high for integrity, innovation and vision in terms of client relations and services. If you have $1 million or more in investable assets, get in touch with The Investment Counsel Company to discuss how their experienced fiduciary investment advisors can assist you in achieving your financial objectives.