Corporate Financial Management, LLC (CFM) is a leading financial management firm that offers comprehensive financial services to clients. With a team of experienced professionals and a strong reputation in the industry, CFM helps clients create and manage effective financial plans tailored to their unique circumstances. They actively manage clients' investment portfolios and offer services such as investment management, retirement planning, tax planning, and more to help navigate the complex financial landscape. CFM also provides valuable insights and expert analysis to assist clients in making informed financial decisions.
Founded in 2005 and headquartered in New York City, CFM has over 50 financial advisors and manages around $500 million in assets. They serve a diverse range of clients, including individuals, high-net-worth individuals, families, and businesses, with a focus on transparency and full disclosure of fees and expenses. As a fiduciary, CFM puts clients' best interests first and does not engage in conflicts of interest. Since its establishment, the firm has helped countless clients achieve their financial goals and continues to be a trusted partner for individuals and businesses seeking financial guidance.
STILLWATER CAPITAL MANAGEMENT is a top-rated financial advisory firm offering personalized financial planning and investment management services to individuals and institutions. With 15 years in business and managing over $5 billion in assets, the firm has a team of 25 experienced advisors who follow a long-term, diversified approach to investing backed by rigorous research. They offer services such as investment management, retirement planning, tax planning, and estate planning, tailored to individual needs. The firm works with a diverse range of clients, from young professionals to high-net-worth individuals and corporations. They operate on a fee-only structure and offer a complimentary initial consultation. Committed to providing exceptional client service, STILLWATER CAPITAL MANAGEMENT has received numerous accolades and is a Registered Investment Advisor bound by fiduciary standards and strict code of ethics. Although all investments carry some level of risk, the firm has transparent compliance policies for client protection. Overall, STILLWATER CAPITAL MANAGEMENT is a reputable and trustworthy choice for comprehensive financial services.