providing fee-only investment advisory and portfolio management services to clients with investable assets overas investment strategy and implementation, asset allocation, portfolio management, retirement planning, savings plans, andinvestments. Our team is experienced in managing different types of portfolios and

their practice. Our team of practice managers and professional billers have over a an average of 20%. We are well equipped to offer clients the best practice management our full attention. Our advanced practice management solutions have been tested and proven our expertise will be an asset to you and your practice.

Partners Data Systems provides full service management of technology assets to small and medium sized businesses in San offer a variety of services, from fixed monthly fee agreements with all items included, to project work

among a select group of investment managers with extensive estate planning, executive compensation, and independent, fee-only advisors, David and his two partners manage over $800 million in financial assets for more than 300 clients. He is passionate about asset

Financial Advisors has provided outstanding fee-only, no-commissions financial planning analysis, wealth management and a program for young professionals with no minimum asset requirement. Ourinvestment recommendations. Our Wealth Management Retainer program provides ongoing portfolio management, insurance and estate

OPCM portfolios are customized, managed in-house, and allocated across multiple asset classes. These include , natural resources, REITs, and alternatives assets. Our investment team averages over 25 years of experience, both designations. OPCM presently manages approximately $1.6 billion in assets for clients (as of

objective advice with integrity and transparency. Our fees are always reviewed, and any potential services includes investment strategy, money manager search and selection, asset allocation, and concentrated stock position. In addition, we help clients transfer assets across generations to fulfill their philanthropic

a mission to provide wealthy families with fee-only investment management and financial planning services. As a fiduciary clients with $1 million or more in investment assets. For these clients, LWM provides customized portfolios and

over two decades of experience in managing assets, our team has established a strong clients. We specialize in wealth-management of individual assets, endowments, foundations, pension funds, profit average of 30 years in portfolio management. Currently, Hartline Investment manages approximately $350 million in assets

is a fee-only wealth management firm that provides clients with customized investment management and financial a comprehensive suite of services including asset allocation, portfolio construction, retirement planning, tax of experienced professionals specializing in wealth management who work closely with clients to

months, we will waive our fee on the next rental. Real estate management is a lot of work specialize in taking care of your most valuable assets, from physical upkeep to monthly rental collections. You

planning and related services. He assists clients in managing their assets through the use of Wills, Trusts, Powersand their families, allowing them to protect their assets and prevent impoverishment from nursing home costs. Mruse the available legal tools to ensure that assets remain in control of the client, while

300,000 and those looking to manage about $500,000 of assets. We provide preliminary planning analysis We offer flat fee for a one time engagement or a percentage of assets for ongoing input loss harvesting and diversification, life insurance, cashflow management, minimizing estate taxes, guaranteed income streams, as

and investment advisory services for a flat fee without an assets under management requirement. In-depth initial comprehensive reviews

* Government Bonds * Pension Plans * Asset Allocation * International Equities/Bonds * Profit-Sharing Plans * Cash Management * IRA's * Research Reports * Stocks * Estate Planning * Money-Market Funds * Trust Services * Fee-based Accounts * Municipal Bonds * CUTMA's for Children

and professional investment management solutions. Brian Lombardo, CFP, CPA works with clients who have assets of $500,000 discuss your needs and review our processes and fees. Our experienced team of advisors are available to

a fee-for-services advisor offering cash management, IRAs, SEPs, 401(k), 403(b), rollovers, conversions, investments, asset allocation well-qualified to help clients with their wealth management needs.