Hightower Advisors

Founded in 1986, NEPC is an independent, employee-owned investment consulting firm based in Boston. It offers comprehensive, research-driven investment solutions tailored to governments, institutions, families, and individuals across various practice areas.

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.

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.

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.

Vigilant Wealth Management is a private firm specializing in tailored investment and wealth planning solutions for high-net-worth individuals, families, non-profits, and institutions. They provide consultative advice and personalized portfolio management to help clients achieve their financial objectives.

Vigilant Wealth Management is a private firm specializing in tailored investment and wealth planning solutions for high-net-worth individuals, families, non-profits, and institutions. They provide consultative advice and personalized portfolio management to help clients achieve their financial objectives.

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.

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 a wealth advisory firm providing advice on total wealth and serving as trusted counselor to individuals, families, and organizations. They work with family business owners and corporate executives seeking asset diversification and long-term planning. They assist clients undergoing life transitions such as retirement, divorce, or death of a loved one. The firm has a team of about 15 employees, including five advisors, and serves trust and estate beneficiaries, trustees, executors, private endowments, and foundations. It offers investment advisory services to individuals, retirement plans, endowments, and corporate clients, using a disciplined, individualized investment approach to help clients achieve their goals.

Lexington Wealth Management is a wealth management firm that provides financial planning, asset allocation, and tax-enhanced investing strategies to help high-net-worth individuals, businesses, and other clients manage and grow their wealth. The firm enables informed decision-making about wealth accumulation through tailored advisory services and strategic investment guidance.