CAPTRUST

Zoe Financial, Inc., founded in 2016 and based in Scarsdale, New York, specializes in providing financial advisory services. The company focuses on connecting clients with independent, fiduciary financial advisors who are thoroughly screened to ensure they offer appropriate and trustworthy guidance. Zoe Financial employs a wealth planning platform that categorizes advisors based on their qualifications, expertise, and operational efficiency, facilitating personalized financial planning for clients. This approach helps individuals navigate their financial needs, promoting accountability and informed decision-making for stable wealth creation.

Campbell Wealth Management focuses on financial planning, income planning, insurance planning, and retirement planning.

Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and not-for-profit organizations. They were founded to answer the unique challenges that come with wealth, and continue to provide solutions to their clients’ most important financial questions.

Southern Wealth Management provides financial and estate planning, business succession planning, tax consulting, compliance, filing of returns, investment portfolio design and management, life insurance portfolio design and management, philanthropic planning and plan management, and family office services.

Reynolds Investment Management is a registered fee-based investment advisor recognized by the Securities and Exchange Commission. The firm specializes in providing wealth management services tailored to individuals and families, as well as business owners, medical professionals, and retirees. It also offers investment advisory services to retirement plan sponsors, endowments, and foundations, aiming to meet the diverse financial needs of its clients.

Frontier Wealth Management is a financial services firm based in Missouri, established in 2007. The company specializes in providing comprehensive wealth management solutions, including financial planning and investment services. Frontier Wealth Management focuses on mid-market investments within the United States, catering to a diverse clientele seeking tailored financial strategies to meet their wealth management needs.

Portfolio Evaluations was a privately-owned consulting firm that specialized in institutional investment and retirement plan consulting services. The firm operated independently, providing unbiased advice, guidance, and education to fiduciaries overseeing institutional investment programs. Its diverse client base included private and public entities such as corporations, non-profit institutions, endowments, foundations, governments, municipalities, and various designated groups. In 2022, Portfolio Evaluations was acquired by CAPTRUST Financial Advisors, marking a significant transition for the firm while maintaining its focus on supporting institutional clients in managing their investment strategies and retirement plans.

RINET Company is a financial services company providing financial planning and wealth management services in Boston.

Pacific Investment Consultants is a platform that offers wealth management and retirement planning services.

Lakeside Wealth Management, located in Chesterton, Indiana, specializes in investment advisory services tailored for both institutions and individual clients. The firm focuses on retirement plan design and investment management, ensuring that clients receive comprehensive support in achieving their financial goals. Additionally, Lakeside offers participant education to enhance understanding of retirement options, as well as personalized financial planning and legacy planning services for wealth management clients. Through these offerings, the company aims to eliminate financial chaos and provide clarity in managing assets and preparing for the future.

Welch Hornsby, Inc., founded in 1988 and based in Montgomery, Alabama, is an independent financial services firm that specializes in wealth management and investment advisory services. The company caters to individuals, families, and institutional clients, offering a customized approach to financial planning and investment strategies. Welch Hornsby’s experienced client advisors focus on protecting and preserving wealth while guiding clients through economic transitions to achieve their financial objectives. As of March 2020, Welch Hornsby operates as a subsidiary of CapFinancial Partners, LLC.

FCE Group has grown to become one of the most diverse wealth management and investment advisory firms.

Morton Wealth Management is a consulting firm providing comprehensive wealth management, financial planning and investment management services to high net worth individuals and families.