At Harvest Wealth Advisors, the first thing to know is we are an independent firm. We do not work for any of the big Wall Street financial, investment or insurance companies, however we utilize in depth, propriety research to be able to offer you the best of them.
Legacy Capital Advisors is an independent wealth management firm based in Atlanta that serves a select group of clients throughout the country. We offer objective investment counsel and financial planning, leveraging the resources found in a large firm, while delivering the high-touch boutique advisory experience you expect from a smaller one.
Iron Valley Wealth Management provides financial transition planning for critical life events. Based out of Chester Springs, PA, this firm helps clients with transition planning for critical life events.
M3 Advisors are realistic about the fact that you can’t be everything to everyone, and frankly, we don’t want to be. Especially when it comes to your money, your business and your retirement, who would want a generalist?
At Sterling Retirement Resources, wealth planning isn’t a one-time task. Rather, it is a process. Wealth planning involves many areas of your life - your personal goals and dremas - as well as the details of your financial life. All are reasons to take great care in choosing a financial planner you trust and feel comfortable with.
Georgia Wealth Partners is a single resource for comprehensive, fully integrated wealth management. We help successful families use their wealth to create the life they desire, enhance the lives of the people they care about, and establish a living legacy that represents their passions and values.
Edmonds Duncan Registered Investment Advisors is a client focused, full service wealth management company. We proactively plan and implement customized financial strategies designed to help our clients achieve financial objectives with confidence and personal service.