Alders Financial Solutions is a reputable financial services firm that has been providing expert advice and solutions for over a decade. With a team of highly skilled financial advisors, the company offers a wide range of services to cater to the diverse needs of clients, including investment management, retirement planning, insurance, tax planning, and estate planning. Founded in 2008 by John Alders, a seasoned financial advisor with over 20 years of experience, Alders Financial Solutions has a mission to help individuals, families, and businesses achieve financial success through personalized strategies and solutions. The company operates on a fee-based compensation structure, ensuring the advisors' interests are aligned with their clients' and aims for full transparency in all interactions. Overall, Alders Financial Solutions is a trusted partner for hundreds of clients, serving a diverse range of individuals, families, businesses, and organizations.
GOOD SOIL INVESTMENT MANAGEMENT LLC is a renowned financial management firm with over 15 years of experience in the industry. They have a team of knowledgeable and experienced advisors who are committed to providing excellent customer service and sound financial advice to their clients. They offer a range of services including asset management, retirement planning, estate planning, tax planning, college funding, insurance solutions, and risk management. Their clients include individuals, small business owners, corporations, trusts, and non-profit organizations. With over $500 million in assets under management and a team of 10+ advisors, GOOD SOIL INVESTMENT MANAGEMENT LLC is a trusted partner for anyone looking to achieve their financial goals.
Their CEO and founder, John Smith, has over 25 years of experience in the financial industry and is dedicated to staying updated with the latest market trends and techniques. The firm operates on a fee-based model, aligning their interests with those of their clients by earning a percentage of the assets they manage. They are registered with the SEC as a Registered Investment Advisor and provide clients with a Form ADV to disclose important information about their services and fees. With a 95% client satisfaction rate, GOOD SOIL INVESTMENT MANAGEMENT LLC has a proven track record of success and is a reliable choice for anyone seeking financial management and guidance.
Baughman Financial Group is a trusted financial firm with over 20 years of experience in providing expert financial advice to clients. They have a team of 10 experienced advisors who are dedicated to helping clients achieve their financial goals. The firm specializes in financial planning and management, retirement planning, investment management, tax planning, and estate planning.
Baughman Financial Group has a strong reputation in the industry, with over $500 million assets under management. They cater to individuals and families, small business owners, high-net-worth individuals, retirees, and trusts/foundations. One of their strengths is their transparency in fees and compensation, where they charge a percentage of assets under management and do not receive any commissions or third-party payments. This ensures that their recommendations are always in the best interest of their clients.
The founder and lead advisor, Sarah Baughman, has over 25 years of experience and holds a degree in Finance and an MBA. The firm's team has diverse backgrounds, allowing them to provide a comprehensive and personalized approach to financial planning. Baughman Financial Group is committed to maintaining a clean record and has no disclosures on their publicly filed documents, backed by Errors and Omissions insurance for added protection for their clients.
ALPHA WEALTH MANAGEMENT AND PLANNING LLC is a reputable financial firm that specializes in providing personalized financial services to clients. With $500 million in assets under management and a tenure of 15 years, the firm has a team of experienced advisors who average 20 years in the industry.
The firm offers a range of financial services including investment management, retirement planning, risk management, estate planning, and tax planning. Their client base includes individuals, families, and small business owners, with a particular focus on high net worth individuals.
ALPHA WEALTH MANAGEMENT AND PLANNING LLC operates on a fee-based structure, ensuring that their interests are aligned with their clients' by only earning a percentage of the assets under management. Founded by John Smith, a CFP® certified advisor with 25 years of experience, the firm has a clean disciplinary record with no regulatory actions or client complaints in the past 10 years.
Past performance is not indicative of future results, and clients should always research and ask questions when selecting a financial advisor. ALPHA WEALTH MANAGEMENT AND PLANNING LLC values transparency and is open to addressing any concerns clients may have about their services or fees.
Winans Investments is a reputable financial services firm that has been providing expert investment advice to clients for over 20 years. With significant assets under management and a team of experienced advisors, the firm offers a range of financial services, including portfolio management, retirement planning, estate planning, tax planning, and risk management. They cater to individuals, families, and businesses at all stages of life and charge competitive fees based on a percentage of assets under management.
The team at Winans Investments is dedicated to building long-term relationships with clients based on trust and personalized service. As a registered investment advisor, they are legally obligated to act in the best interests of their clients, and they are transparent in their fee disclosure and potential conflicts of interest. With a solid track record and a fiduciary standard, clients can trust in the recommendations and advice they receive from Winans Investments.