Hightower Advisors

Dechtman Wealth Management is a professional services firm specializing in comprehensive wealth management. They offer a range of services, including investment management, retirement planning, and tax planning, to help clients achieve their financial objectives and secure their future. The company is also certified to provide Certified Financial Planner (CFP) services.

Financial Planning and Information Services is a professional firm specializing in comprehensive financial planning and investment advisory services. They assist individuals and families in achieving their financial objectives by offering a range of services, including asset management, investment planning, insurance, retirement planning, and tax planning. The company's approach is personalized and tailored to each client's unique needs, with a fee structure that is transparent and based on the complexity of the client's situation and the assets under management.

NEPC is an independent investment consulting firm established in 1986 and headquartered in Boston, Massachusetts. As an employee-owned organization, NEPC offers a comprehensive range of research-driven investment solutions tailored to governments, institutions, families, and individuals. The firm specializes in various practice areas, including corporate defined benefit and contribution plans, endowments and foundations, healthcare, insurance, private wealth, and public funds. NEPC's services encompass alternative investments, asset allocation, client education, impact investing, investment policy formulation, manager search, operational due diligence, and vendor search. By leveraging its extensive expertise, NEPC aims to deliver creative investment strategies that meet the diverse needs of its clients.

Charles D. Hyman & Company, established in 1994 and headquartered in Ponte Vedra Beach, Florida, is an employee-owned, traditional investment management firm. It specializes in serving high net worth individuals, as well as pension plans, profit sharing plans, and charitable organizations. The company offers investment services primarily in public equity and fixed income markets, with a focus on value stocks. It employs a combination of fundamental and technical analysis, supplemented by external research, to make investment decisions. The firm also launches equity and fixed income mutual funds for its clients, aiming to build long-term client relationships through personalized service and a strategic approach.

Capital Management Group is a financial services provider based in Pearl River, New York. The company specializes in a range of services including cash flow analysis, financial planning, estate planning, and asset and risk management. By focusing on corporate retirements and retirement plans, Capital Management Group aims to help its clients achieve their financial objectives. Through its comprehensive approach, the firm addresses the diverse financial needs of its clientele, ensuring that they are well-equipped to navigate their financial futures.

Resource Consulting Group is a professional services firm specializing in wealth management. It caters to high-net-worth individuals and select institutional clients, offering a range of services including financial planning, investment advice, and retirement planning. The company's approach is rooted in academic-based investment management, aiming to help clients achieve long-term financial fitness.

GMS Surgent is a mid-sized, full service, certified public accounting and advisory firm serving business and individual clients.

Meyer Capital Group is a financial services firm dedicated to helping families achieve their financial objectives. With a focus on understanding each client's unique needs, the company provides personalized financial planning and investment management services. Meyer Capital Group aims to deliver a superior customer experience through a combination of one-on-one personal attention and advanced technology. The firm offers a range of fee-based services, including retirement and estate planning, insurance, and other tailored solutions for both long-term and short-term financial goals. With a global presence and a significant amount of assets under management, Meyer Capital Group has built a reputation for preserving and protecting clients' wealth over many years.

Boston Hill Advisors offers retirement benefits, taxation, financial planning, seminars, investment, and wealth management services.

Vigilant Wealth Management is a private firm that provides specialized wealth management services. It focuses on delivering progressive investment and wealth planning solutions tailored to the individual needs of each client. The company serves highly successful individuals, families, non-profit organizations, and institutional entities, offering consultative advice and comprehensive, personalized wealth-planning strategies along with portfolio management. This approach aims to help clients achieve their financial goals effectively.

Ten Capital Wealth Advisors is a wealth management firm that specializes in providing comprehensive financial planning, insurance, retirement planning, and investment management services. The firm caters to a diverse clientele, including business owners, executives, and multi-generational families. Ten Capital employs a human-focused approach, engaging in meaningful discussions with clients to develop tailored financial plans that address their unique needs. This personalized strategy empowers clients to navigate complex financial decisions with confidence, enhancing their overall financial well-being.

Vigilant Wealth Management is a private firm that provides specialized wealth management services. It focuses on delivering progressive investment and wealth planning solutions tailored to the individual needs of each client. The company serves highly successful individuals, families, non-profit organizations, and institutional entities, offering consultative advice and comprehensive, personalized wealth-planning strategies along with portfolio management. This approach aims to help clients achieve their financial goals effectively.

Bickling Financial Services is a Massachusetts-based firm that specializes in financial advisory services aimed at helping clients achieve their financial goals. The company focuses on guiding clients through various aspects of their financial journeys, including college planning, cash flow management, retirement income planning, and asset management. With an emphasis on the steady growth of invested retirement wealth, Bickling Financial Services provides tailored support to ensure clients make informed decisions about their financial futures.

Trust Company of Illinois is a wealth management firm that specialises in financial planning, trust administration, and retirement plans.

Grant Tani Barash & Altman is a business management firm.

Farr, Miller & Washington is an investment management firm that specializes in providing investment services to both high-net-worth individuals and institutional clients, including corporations, endowments, foundations, and pension plans. The firm focuses on developing comprehensive, conservative, and long-term investment portfolios tailored to each client's specific risk and reward objectives. In addition to investment management, Farr, Miller & Washington assists clients in setting financial goals throughout various stages of their financial life cycle, which includes accumulation, growth, preservation, and income distribution. The firm emphasizes a tax-efficient approach to account management, ensuring that clients' healthcare and estate planning documents are appropriately established.

Bel Air Investment Advisors is an independent wealth management firm focused on serving the unique needs of wealthy individuals, families, and foundations. The company provides a range of services, including pre-liquidity planning, mortgages, lines of credit, portfolio lending, tax planning and coordination, as well as trust and estate planning. Additionally, Bel Air offers philanthropic strategy and consulting, ensuring that clients receive tailored solutions that minimize conflicts and additional fees. By pioneering a model specifically designed for affluent clients, Bel Air Investment Advisors aims to address their financial requirements comprehensively and effectively.

Hart Financial Group LLC is a consulting firm based in Austin, Texas, established in 1990. The company specializes in asset management, risk management, and tax planning strategies tailored for families and business owners. Its services encompass retirement planning, charitable giving trusts, estate planning, and business succession planning, as well as buy/sell agreement funding. In addition to these services, Hart Financial Group offers various risk management solutions, including life and disability income insurance, long-term care insurance, and annuities. The firm also provides asset management services, which feature separately managed accounts, investment advisory accounts, and alternative investments. Furthermore, the company focuses on comprehensive financial planning, cash flow modeling, trust management, and digital wealth management. Through its diverse offerings, Hart Financial Group aims to address the complex financial needs of its clients.

Argentum Wealth offers financial planning and wealth management advice. They also provide financial planning, retirement planning, education planning, regular investments, lump sum investments, planning strategies, property investment, mortgages, and more.

Osborn Williams & Donohoe is an investment advisory firm that provides comprehensive financial guidance to a diverse clientele, including family business owners, corporate executives, and individuals undergoing significant life transitions such as retirement, divorce, or bereavement. The firm employs a team of 15 professionals, including five advisors, who specialize in advising trust and estate beneficiaries, trustees, executors, as well as private endowments and foundations. By focusing on clients' total wealth management, Osborn Williams & Donohoe tailors its investment strategies to meet the unique needs of each client, helping them navigate the complexities of the financial landscape and achieve their investment objectives.

Lexington Wealth Management is a provider of wealth management services that focuses on delivering financial support to high-net-worth individuals and businesses. The company specializes in financial planning, asset allocation, and tax-enhanced investment strategies. By offering tailored advice and strategies, Lexington Wealth Management enables clients to make informed decisions about their wealth accumulation methods. Its services are designed to assist clients in navigating the complexities of financial management and optimizing their investment portfolios.

LourdMurray is a wealth management and advisory firm that offers fee-only investment advice to business leaders, artists, athletes, and other high-net-worth individuals and their families. Unlike traditional brokerage houses, LourdMurray does not charge commissions or performance fees, nor do they engage in excessive trading or promote proprietary products. This approach allows the firm to prioritize the best interests of its clients, providing tailored services that include investment management, insurance consultancy, tax planning, estate planning, and retirement planning. By focusing on resolving complex financial issues, LourdMurray aims to help clients protect and grow their wealth effectively.

HighTower Private Client specializes in wealth management services tailored for individuals, families, and foundations. The firm adopts a comprehensive approach that includes fiduciary trust capabilities, financial planning, and family office and private investment services. With a team of experienced professionals, HighTower Private Client emphasizes a balanced portfolio strategy, adapting to changing market conditions by distributing risk across various asset classes. This allows clients to receive customized wealth management solutions while maintaining cost efficiency.

RDM Financial Group, Inc. is the parent company to Retirement Design & Management, Inc.