NFP

Harness Wealth operates a wealth management platform focused on enhancing clients' financial well-being. The company utilizes a unified data platform powered by proprietary technology to generate personalized balance sheets and financial opportunity profiles. This innovative approach allows clients to effectively monitor their financial activities and identify opportunities for growth. By connecting clients with financial advisors, estate lawyers, and tax professionals, Harness Wealth facilitates tailored advisory services that help individuals achieve their desired financial impact and build their legacy.

Pension Advisors is a financial services company that focuses on investment and wealth advisory solutions. It operates as a retirement consultant and offers a range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm's expertise in these areas allows it to assist clients in managing their financial futures effectively, ensuring they make informed decisions regarding their investments and retirement planning. Through its comprehensive approach, Pension Advisors aims to provide tailored solutions that meet the specific needs of its clients.

Ernest R Shaw Limited provides financial advisory services for companies and individuals. It offers advice on restructuring existing arrangements, personal financial planning, protection investment pensions and savings arrangements, wealth development and in inheritance, capital gains, and income tax planning. The company also handles various employee benefit packages, including pensions, risk benefits, sick pay, private health care, and employee voluntary schemes. In addition, it provides pre-retirement counseling services. The company was founded in 1964 and is based in London, United Kingdom. As of September 1, 2020, Ernest R Shaw Limited operates as a subsidiary of NFP Corp.

HMP Insurance & Pension Advisors provides employee benefits, pension and group risk advice to corporate and individual clients.

EFG&M Management, LLC is an employee benefits broker located in the Austin Metroplex, specializing in providing services to employers in central Texas. The company, based in Austin, Texas, operates as a subsidiary of NFP Corp as of July 1, 2020. EFG&M focuses on delivering tailored employee benefits solutions to meet the needs of its clients in the region.

Wellth develops and operates a mobile application to lower cost for payors and rewards for consumers. Its application engages consumers through providing targeted incentive plans, delivering reminders and information, and sharing cost savings that help them build healthy habits and foster disease management. It focuses on reducing the cost of the healthcare system by encouraging consumers to manage their diseases and to take preventative actions to stay healthy. Wellth is based in New York, New York.

Fiduciary Investment Advisors, LLC (FIA), founded in 2006 and based in Windsor, Connecticut, is an independent investment consulting firm that provides customized advisory services to fiduciary clients, including retirement plan sponsors, non-profit organizations, and private clients. The firm specializes in various investment areas such as defined contribution and benefit plans, endowments, foundations, and wealth advisory services. Its diverse clientele also includes educational institutions, healthcare organizations, corporate plans, law firms, municipal plans, and captive insurance companies. FIA focuses on assisting clients in achieving their investment objectives while ensuring compliance with fiduciary responsibilities. In 2020, the firm was acquired by DiMeo Schneider & Associates, expanding its resources and capabilities in the investment consulting sector.

WealthTech is a founder funded digital finance company with deep financial services industry experience, whose principals have successfully developed, deployed and scaled groundbreaking technologies across multiple businesses and financial service sectors. WealthTech has developed innovative technology enabling the creation and operation of dynamic financial planning strategies which are significantly more flexible and powerful than existing planning technologies. WealthTech’s fGPS financial goal positioning system is the first scalable, hyper-customizable implementation of this technology enabling the provision of advisor assisted or fully automated turn-by-turn guidance, encompassing all aspects of financial decisions from strategic goal formulation and prioritization, ongoing budget and expense management, balance sheet and liquidity management, credit and financing decisions, to investment allocations and risk management. WealthTech’s fGPS platform reshapes the personal finance industry by allowing its partners to massively expand their capabilities and reach.

The mission of 401kplans.com is utilize technology to bring process, efficiency and transparency to small plan retirement distribution. The regulatory environment and the constant pressure on margin is forcing change within the retirement plan industry. Retirement plans have become the “Blockbuster Video” to the “Netflix” of other voluntary benefits, as they have yet to embrace technology to assist with distribution. Change is difficult but there is a significant opportunity to work collaboratively to launch a platform that assists financial advisors and TPA’s as well as supports the business models and value propositions of Providers and Investment Managers.

Cambridge Consulting Group, LLC is a full-service insurance and financial consulting firm based in Royal Oak, Michigan. Established in 1985, the company specializes in a wide range of services, including risk management, employee benefits consulting, and wealth strategies. Its offerings encompass the design and administration of various employee benefit plans such as health, dental, vision, and life insurance, along with short and long-term disability coverage and voluntary benefits. Additionally, Cambridge Consulting Group provides estate planning, asset management, retirement strategy design, and business succession planning. The firm serves a diverse clientele that includes families, high-net-worth individuals, corporations, and businesses, aiming to develop customized solutions to protect their financial futures. Cambridge Consulting Group was previously known as Cambridge Financial Services, Inc. and rebranded in 2007. It currently operates as a subsidiary of NFP Corp.

Wellth develops and operates a mobile application to lower cost for payors and rewards for consumers. Its application engages consumers through providing targeted incentive plans, delivering reminders and information, and sharing cost savings that help them build healthy habits and foster disease management. It focuses on reducing the cost of the healthcare system by encouraging consumers to manage their diseases and to take preventative actions to stay healthy. Wellth is based in New York, New York.

SST Benefits Consulting & Insurance Services, Inc. specializes in providing consulting services for retirement plans and post-employment health savings accounts, primarily to public sector entities. Established in 1982 and based in El Dorado Hills, California, the company offers expertise in deferred compensation, defined contribution plans, tax-sheltered accounts, and voluntary employee beneficiary associations. SST Benefits emphasizes a client-centered approach, ensuring that their services align with the unique goals and decision-making methods of their clients. The consulting team at SST is recognized for its extensive experience in the defined contribution and deferred compensation marketplace, allowing the firm to deliver customized solutions based on best practices and current market conditions. Additionally, SST Benefits maintains a strong commitment to transparency by severing ties with providers to avoid conflicts of interest, ensuring that their recommendations are impartial and focused on the best outcomes for plan participants. As of 2016, SST operates as a subsidiary of NFP Corp.

First West is a full service benefits insurance broker and consultant specializing in group health plans with additional offerings in corporate retirement products, ancillary benefits and human resources solutions, as well as individual wealth management. The firm is based in Orem, UT, with a second office in Salt Lake City.

ERISA Fiduciary Advisors, Inc. is an independent, fee-based registered investment advisor and retirement plan consultant.