Hightower Advisors

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.

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

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

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.

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.

Bickling Financial Services is a financial advisory firm based in Lexington, Massachusetts, offering services such as college planning, cash flow management, retirement income planning, and asset management to help clients achieve their financial objectives.

Grant Tani Barash & Altman is a business management firm.

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 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.

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.