Financial Planning Partners is a reputable financial firm that offers personalized and comprehensive financial planning services to individuals and businesses. Their team of experienced advisors provides expert advice and guidance on various financial matters, taking a holistic approach to ensure their clients' financial goals are met. With over 10 years in business and over $500 million in assets under management, Financial Planning Partners is dedicated to helping their clients secure a stable financial future.
In addition to their extensive experience and knowledge, Financial Planning Partners utilizes advanced technology and tools to assist in the financial planning process. They offer a wide range of services, including investment management, retirement and estate planning, tax optimization, and insurance and risk management. Their clients include individuals, business owners, retirees, high-net-worth individuals, and non-profit organizations.
To align their interests with their clients', Financial Planning Partners charges a fee based on a percentage of the assets under management. This ensures that their recommendations are in the best interest of their clients. The firm also strictly adheres to ethical standards and discloses any conflicts of interest, disciplinary history, and their code of ethics. With a team of highly qualified and certified advisors, Financial Planning Partners is a trusted partner in achieving financial success.
Summary
MONARCH WEALTH MANAGEMENT, LLC is a reputable and experienced financial advisory firm that offers personalized services to clients across various categories. With a team of highly qualified advisors, the firm provides comprehensive financial planning, investment management, and other services to help clients achieve their financial goals and secure their future. The firm operates on a fee-only or fee-based model, and clients can expect transparency and open communication when it comes to fees and compensation. Although the firm may have some disclosures and potential conflicts of interest, they prioritize their clients' best interests and aim to build long-term relationships based on trust and results.
EQUINET is a leading financial services company that prides itself in providing personalized and expert financial advice to clients. With over 20 years of experience, EQUINET has established itself as a trusted and reliable source of financial expertise for individuals and businesses alike. Their team of financial experts leverages their deep industry knowledge and experience to provide tailored solutions that meet the unique needs and objectives of each client.
Some key takeaways on how EQUINET advisors help clients include comprehensive financial planning and investment strategies, risk management through strategic portfolio allocation, education on financial markets and trends, and ongoing monitoring and adjustments to financial plans.
As a reputable and established financial advisor, EQUINET stays up-to-date on the latest market trends and developments to provide clients with valuable insights and guidance. With $2.5 billion assets under management and 50+ advisors, EQUINET has a wealth of industry data and expertise to support their services. They work with high-net-worth individuals, business owners and executives, professionals, and families and individuals to meet their financial needs and goals.
At EQUINET, transparency is key when it comes to fees and compensation. Their advisors are compensated through a combination of fees and commissions based on the services provided to clients. They also disclose any relevant information such as past legal or disciplinary actions, conflicts of interest, and affiliations with other financial institutions to maintain transparency and build trust with clients.
Founded in 2000 by a team of experienced financial professionals, EQUINET is dedicated to helping clients achieve financial success and security. With their client-centric approach, expertise, and transparent services, EQUINET has become a highly respected and trusted financial services company. Contact them today to learn more about their services and how they can help you achieve your financial goals.
About DAVIS FINANCIAL MANAGEMENT, INC.
DAVIS FINANCIAL MANAGEMENT, INC. is a well-known financial management firm that specializes in providing expert financial advice and services to clients. The firm is dedicated to helping individuals and businesses achieve their financial goals through smart and strategic planning. With a team of experienced and knowledgeable advisors, DAVIS FINANCIAL MANAGEMENT, INC. has built a strong reputation for its professionalism and success in managing clients' finances.
Key Takeaways:
The advisors at DAVIS FINANCIAL MANAGEMENT, INC. provide expert financial advice and planning tailored to the specific needs of each client. They offer a wide range of financial services and specialize in helping clients achieve their financial goals. With a team of 25 experienced and knowledgeable advisors, the firm has built a strong reputation for its professionalism and success in managing client's finances.
Facts and Insights
DAVIS FINANCIAL MANAGEMENT, INC. was founded in 2005 and has been in business for over 15 years. Their team of 25 advisors is based in New York and stays up-to-date with the latest financial trends to provide the best guidance to clients. The firm prioritizes staying informed and using their expertise to help clients make sound financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
Founded in 2005, DAVIS FINANCIAL MANAGEMENT, INC. currently manages $500 million in assets with a team of 25 advisors.
Financial Services Offered
DAVIS FINANCIAL MANAGEMENT, INC. offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance services. Their experienced advisors craft personalized financial plans to help clients achieve their financial goals.
Client Types
The firm caters to individuals, families, and businesses, tailoring their strategies to each client's unique financial needs, risk tolerance, and time horizon. They work closely with each client to understand their financial situation and develop plans to help them reach their goals.
Fees & Compensation
DAVIS FINANCIAL MANAGEMENT, INC. operates on a fee-based model, aligning their interests with those of their clients. This ensures their advisors are always working in the best interest of the client's investments.
Background
The team has years of experience in the financial industry and continuously updates their knowledge to provide the best advice to clients. They prioritize continuing education and training for their advisors to stay updated with the latest financial strategies and tools.
Financial Advisor Disclosures to Know
The firm follows all regulations set by the SEC and FINRA, providing full transparency to clients. They clearly explain their fees and any potential conflicts of interest that may arise.
In conclusion, DAVIS FINANCIAL MANAGEMENT, INC. is a top-rated financial management firm with a trusted reputation for helping clients achieve their financial goals. With a team of experienced advisors and a commitment to transparency, this firm is a reliable partner for individuals, families, and businesses in their journey towards financial stability and growth.
CAPITAL-E-ADVISORS - Your Trusted Financial Experts
CAPITAL-E-ADVISORS is a leading financial advisory firm with a team of highly skilled and experienced professionals dedicated to helping clients achieve their financial goals. The firm offers a wide range of services that cater to the unique needs of each client, making them a reliable partner in navigating the complex world of finance.
CAPITAL-E-ADVISORS has been in the financial industry for over 20 years, providing top-notch services to clients. The firm prides itself on its transparent and ethical practices, placing the clients' best interests at the forefront of all its operations. The team at CAPITAL-E-ADVISORS consists of highly qualified and experienced financial advisors, committed to staying updated with the latest trends and techniques in the financial industry.
The firm offers comprehensive financial planning and management, customized to individual needs, as well as expert investment advice and portfolio management to help clients grow their wealth. Educational resources and tools are also provided to assist clients in making better financial decisions. Additionally, CAPITAL-E-ADVISORS has access to a network of professionals for specialized services such as tax planning, estate planning, and insurance.
CAPITAL-E-ADVISORS primarily serves high-net-worth individuals, business owners, retirees, young professionals, and families. The firm charges a fee based on a percentage of assets under management, ensuring their interests align with their clients' goals and performance. As a registered investment advisor, CAPITAL-E-ADVISORS is held to high fiduciary standards and discloses all potential conflicts of interest to clients through a Form ADV.
Key Services and Background of CAPITAL-E-ADVISORS
CAPITAL-E-ADVISORS is a highly reputable financial advisory firm with over 20 years of experience in the industry. Their team of skilled professionals is dedicated to providing comprehensive services tailored to each client's unique needs. These services include retirement planning, investment management, tax planning, estate planning, insurance planning, college planning, and business advisory services.
The firm primarily serves high-net-worth individuals, business owners, retirees, young professionals, and families. They charge a fee based on a percentage of assets under management, ensuring their interests align with their clients' goals. As a registered investment advisor, CAPITAL-E-ADVISORS is held to high fiduciary standards and abides by a strict code of ethics. They also disclose all potential conflicts of interest to clients and provide them with a Form ADV.
The team at CAPITAL-E-ADVISORS is highly qualified and experienced, with diverse backgrounds and areas of expertise. They are dedicated to staying updated with the latest trends and techniques in the financial industry to provide clients with the best advice and strategies for reaching their financial goals. As a result, the firm has a strong reputation for transparent and ethical practices, making them a trusted partner in navigating the complex world of finance.
FWM LEGACY, LLC: A trusted financial advisor that helps clients achieve their financial goals through personalized, top-notch financial advice. With a team of experts and over 15 years of experience, they offer a diverse range of services, including retirement planning, investment management, tax planning, and more. Their approach involves understanding each client's unique needs and designing a personalized plan to address them. FWM LEGACY, LLC serves a wide range of clients, from individuals and families to high net worth individuals and businesses. They operate on a fee-based structure and offer various compensation options. Their team has a combined industry experience of over 50 years and stays updated with the latest financial trends and regulations. Transparency and proper disclosure of potential conflicts of interest are some of the firm's core values. As a fiduciary, they are legally obligated to act in the best interest of their clients.
Established in 2005, FWM LEGACY, LLC has grown to manage over $1 billion in assets under management. This success can be attributed to their team's expertise, dedication, and commitment to building long-term relationships with their clients. Their services are tailored to individuals, families, businesses, and even non-profit organizations. Fees may be charged for third-party services, and their advisors may hold certain securities or investment products in their personal accounts. However, the firm ensures transparency and strives to always serve their clients' best interests.
LEAWOOD VENTURE CAPITAL LLC is registered with the Securities and Exchange Commission as an investment advisor. The firm may have potential conflicts of interest with its clients. Potential conflicts may arise due to the firm's affiliation with other financial companies or the personal financial interests of the firm's employees. Clients can discuss any potential conflicts with their advisory team and a full disclosure is available upon request. The firm's fees are based on a percentage of assets under management, which may create an incentive for advisors to recommend a higher level of trading or investment vehicles that charge transaction fees. However, the firm's advisors are required to act in the best interests of their clients and disclose any potential conflicts of interest. The firm and its employees may also have personal investments in the same securities as recommended to clients.
NORMANDY INVESTMENT ADVISORS is a highly reputable financial advisor with over 20 years of experience in providing personalized services to individuals, families, and small businesses. Their team of advisors, consisting of Certified Financial Planners and Chartered Financial Analysts, has a combined experience of over 50 years, making them a reliable and knowledgeable source for financial advice.
The key takeaway of how NORMANDY INVESTMENT ADVISORS helps their clients is through personalized financial planning and investment management services. They also strive to establish long-term relationships with their clients and provide professional guidance and support towards their success. With over $100 million in assets under management and a team of 10 advisors, NORMANDY INVESTMENT ADVISORS is equipped to cater to the diverse financial needs and goals of their clients.
NORMANDY INVESTMENT ADVISORS operates on a fee-only basis, ensuring that their recommendations are solely in the best interest of their clients. They adhere to strict ethical and professional standards and disclose any potential conflicts of interest to maintain transparency and trust with their clients. With expertise in financial planning, investment management, estate planning, tax planning, and retirement planning, NORMANDY INVESTMENT ADVISORS is a reliable and reputable option for those seeking financial guidance and support.