EP Wealth Advisors

CornerCap Wealth Advisors is a financial services firm that specializes in providing tailored investment management solutions and wealth management services to its clients. The firm focuses on delivering personalized strategies that align with individual financial goals and objectives. In addition to investment management, CornerCap offers proprietary investment research, enhancing its ability to guide clients in making informed decisions. With a commitment to understanding each client's unique circumstances, CornerCap aims to help individuals and families navigate the complexities of wealth management effectively.

Marble Capital is a fund manager that specializes in providing capital solutions for multifamily developers. The firm focuses on the rental housing market and offers comprehensive investment advisory services that cover all aspects of the capital stack. Marble Capital aims to support developers and operators in the multifamily real estate sector through its expertise in real estate finance and operations.

Resolute Financial is a company that provides investment management and financial planning for a fixed fee.

NewFocus Financial Group is an independent, fee-based Registered Investment Advisory firm that focuses on comprehensive financial planning and investment management. The firm caters to wealthy individuals and families, business owners, trusts, and retirement and pension plans. Its primary objective is to assist clients in building, maintaining, and preserving their wealth through tailored strategies and dedicated support. NewFocus Financial Group aims to provide personalized services that align with the unique financial goals and needs of each client.

Personal Financial Consultants is an independent fee-only financial planning and investment management firm. Personal Financial specializes in designing holistic, comprehensive and personalized financial plans for individuals and families.

Pathlight Investors has offered personalized and integrated advisory and investment solutions to individuals and families.

Donnelly Wealth Advisors is an independent registered investment advisory firm established by Richard “Rich” Donnelly in 1997. The firm offers a range of financial advisory services, including financial life planning, investment management, retirement planning, and cash flow analysis. It emphasizes a holistic approach to wealth management, considering clients' broader financial goals and objectives. Additionally, Donnelly Wealth Advisors provides services such as legacy and estate planning, tax planning, risk management, and insurance consultation. The firm also specializes in corporate benefits consulting, family business consulting, and employee benefit plan consulting, ensuring clients receive tailored advice to meet their unique financial needs.