black owned wealth management firms

Arete Wealth Strategists is a fee only financial advisory firm offering financial planning and investment management services for executivesand keep it that way. We are a wealth management firm that takes a holistic view of your financialof money as a means to enhance their own and their families' well-being. We view

Westbrook Financial Services, Inc. is an independently-owned wealth management and financial services firm that operates in the southwestern United States range of services includes Financial Planning, Estate Planning, Wealth Management, Investment Consulting and Communication, and Personal Protection Planning

financial wealth management firm based in Atlanta, offering Behavioral Wealth Management for high net worth individuals, privately-owned businesses that will positively impact their money, wealth, and quality of life. The team Advisors is committed to helping clients manage their money and mindset through personalized

Advisors, LLC is an independent financial advisory and wealth management firm that offers comprehensive, custom-tailored strategies to help unbiased consulting and full-service support, the employee-owned practice values stability, accountability, and teamwork when serving

family, home, and business. We are a wealth management firm that specializes in providing tailored insurance solutionsprofessionals take a holistic approach to risk management, ensuring that our clients have the enjoy the special memories that come with owning these possessions without worrying about financial risks

Ferguson Johnson Wealth Management is an independent money management firm and a registered investment advisor providing comprehensive wealth management. We are fee only. Clients include families, individuals, trusts, privately owned businesses, and retirement accounts. Our firm has served a diverse clientele

Wanderlust Wealth Management is an independent and registered financial advisory firm that looks after its clients' assets with of care as if it were their own. Our services are based on the concept to provide tailored financial advice and comprehensive wealth management solutions to individuals and families with high

, CFP CDFA has been providing comprehensive wealth management with a focus on life fulfillment strategic divorce planning. At Vickie Adams' firm, we adhere to rigorous continuing educationtheir "own personal financial concierge" and "trusted advocate". Our specialties include: financial planning, wealth management,

a registered investment advisory firm that offers retirement plan consulting, employee education and wealth management services to businesses, retirees. We are one of the largest independently-owned investment advisory firms in Ohio and strive to help our

At Conversant Wealth, we are passionate about our clients' success50 combined years of professional experience, which includes managing diversified investment portfolios across market cycles as of a family-owned business. As a registered independent wealth manager and partner firm on the Sanctuary Wealth platform, we

Rosevest is a multi-generational, family-owned and operated, financial advisory firm predicated on four key foundations; family of balance and purpose, partnering with our firm as their chosen advisor for investment and . Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

Setchfield Associates is an independently owned financial consulting firm that has been providing personalized service strategy covering the thirteen key elements of wealth management, we are able to offer our clientswe back up with expertise in asset management, estate planning, taxes, and alternative investments for

, an experienced real estate and property management company located in Tomball, TX, specializes in single-, the firm is a family owned and operated business with over 23 years of experience in property management and of both owners and tenants. He brings a wealth of knowledge and expertise to the team, providing

Armstrong, Fisch & Tutoli is a law firm that specializes in estate planning and needs. Our services include legacy planning, family-owned business planning, estate planning for the GLBT care, retirement distribution planning, charitable planning, and wealth management. We have a comprehensive understanding of the

-oriented firm with its headquarters located in Mattoon, Illinois. This organization is dedicated to providing Banking, Insurance, Wealth Management Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving, Black Friday, Christmas Eve, and Christmas Day, access to

Group, Inc. offers fee-only financial advice and wealth management to individuals, their families, small businesses, estates, trusts incentives or commissions. As an independent and privately-owned firm, we prioritize customers’ needs and interests. We can

Johnson Financial Group is a privately owned, family-run financial services provider based in its kind in the state and offers banking, wealth management and insurance solutions through Johnson Bank, Johnsonat the helm as Chairman. This financial services firm provides traditional banking services along with trust,

planning and portfolio management firm. We are an independent Registered Investment Advisory firm. The firm is solely owned by Stephen our work is our unflappable focus on Wealth in Balance®. There are two sides to the Wealth in Balance® coin, both critically important. One side

At Durbin Bennett Private Wealth Management, our mission is to provide independent and privately-owned Registered Investment Advisor offering investment management and strategic wealth planning to successful, estate/trust planning, and generational wealth transfers. Our firm was founded by entrepreneurs and

firm that offers professional wealth management services. With over 147 years of cumulative experience in wealth management, we have been locally owned