AGING ISSUES MANAGEMENT LLC is a financial advisory firm that specializes in providing personalized and comprehensive financial planning and investment management services to clients facing aging and retirement-related issues. With over 50 years of combined experience in the financial industry, their team of advisors is well-versed in the latest trends and strategies to help clients achieve their financial goals.

The firm primarily serves individuals and families who are in or approaching retirement age, but also caters to high net worth individuals, business owners, and other professionals. AGING ISSUES MANAGEMENT LLC operates as a fee-only firm, charging a percentage of assets under management as their fee to ensure their interests are aligned with their clients.

Clients can also have peace of mind working with AGING ISSUES MANAGEMENT LLC, as there are no disclosures or legal actions against the firm or its advisors according to publicly available records. The firm's commitment to providing top-notch financial solutions has helped them manage over $500 million in assets since their founding in 1995. Through their expertise and personalized approach, AGING ISSUES MANAGEMENT LLC aims to make a positive impact on the lives of their clients and their families.

KINGSLAND INVESTMENTS is a reputable financial advisor with over 20 years of experience in the industry. Their team of ten advisors has deep knowledge and understanding of financial planning and investment strategies, which they use to provide personalized services to clients. With over $500 million in assets under management, they offer a range of financial services including budgeting, investment management, retirement planning, tax planning, estate planning, and insurance planning. They work with individuals, families, and businesses, regardless of their financial situation, to help them achieve their financial goals. KINGSLAND INVESTMENTS operates on a fee-based model to ensure transparency and align their interests with their clients' success. They are committed to ethical and regulatory standards and disclose all potential conflicts of interest, fees, and risks associated with their services. Clients can trust in their expertise and transparent approach to secure their financial future with confidence.

SIP GLOBAL TECH OPPORTUNITY MANAGER 5 LLC is a trusted financial advisor with over a decade of experience in the industry. They offer personalized financial plans and expert guidance to clients in the fast-paced world of technology investments. With a team of experienced professionals, the firm focuses on disciplined and consistent portfolio management to minimize risk and maximize returns. They also regularly review and adjust their strategies to align with changing market conditions. The company has over $500 million in assets under management and caters to a diverse range of clients, including high-net-worth individuals, corporate clients, and institutional investors. Their fee-based compensation model ensures that their interests are aligned with those of their clients. The team at SIP GLOBAL TECH OPPORTUNITY MANAGER 5 LLC follows a strict code of ethics and is transparent about their fees and potential conflicts of interest. By staying up-to-date with the latest market trends, the firm provides cutting-edge financial strategies to help clients achieve their investment goals and make a positive impact in the community.

DAVENPORT PBH LLC is a reputable financial advisory firm with over a decade of experience in the industry. With a team of seasoned financial advisors, the firm offers expert guidance and a wide range of services including investment management, retirement planning, estate planning, tax planning, insurance planning, and educational financial planning. The firm caters to a diverse range of clients, from individuals to high net worth individuals, business owners, retirees, and non-profit organizations. DAVENPORT PBH LLC is transparent and clear about their fees and compensation structure, which is in line with industry standards. The firm takes pride in their experienced and reputable team of advisors who are dedicated to acting in the best interest of their clients. They are committed to ethical practices and providing personalized solutions to help clients achieve their financial goals.

Clients should be aware of any potential conflicts of interest or financial advisor disclosures. DAVENPORT PBH LLC values transparency and makes all public disclosures available on their website or through direct communication with their advisors. The firm's assets under management currently stand at $500 million, with a team of 15 advisors. With over 10 years in business, DAVENPORT PBH LLC has built a strong reputation and is committed to the satisfaction of their clients. Overall, their expertise and commitment to ethical and transparent practices make DAVENPORT PBH LLC a reliable and trustworthy choice for financial guidance.

Foursight Capital Partners is a highly reputable financial advisory firm that has been helping clients achieve their financial goals for over 20 years. With a team of experienced and qualified financial advisors, the firm offers personalized and comprehensive services to individuals, families, and businesses. They have a strong reputation for excellence and have managed assets worth over $500 million. The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, and insurance and risk management. They have a diverse client base and work closely with each client to understand their unique needs and provide tailored solutions. Foursight Capital Partners operates as an independent Registered Investment Advisor, which means they have a fiduciary duty to act in the best interests of their clients. They charge a fee on assets under management and also offer hourly rates for consultations. The firm is transparent about their fees and does not receive any commissions or incentives for recommending specific products. As a registered investment advisor, Foursight Capital Partners must disclose any potential conflicts of interest to their clients. This includes any relationships or affiliations with third-party institutions, compensation received for recommendations, and past disciplinary actions. With their client-focused approach and transparent practices, Foursight Capital Partners is dedicated to helping their clients secure their financial future.

EMPIRICAL RESEARCH PARTNERS LLC is an established financial services company that offers expert financial advice to clients. With over 15 years of experience, the company has a team of experienced advisors who provide personalized strategies to help clients achieve their financial goals. They have a strong track record of success and value transparency, regularly communicating with clients about their investments and market changes.

The company has over $500 million in assets under management and a team of 10 advisors with at least 10 years of experience each. They offer a wide range of financial services, including investment management, tax planning, retirement planning, and insurance services. Their client base includes high-net-worth individuals, business owners, corporate executives, families, retirees, and non-profit organizations.

EMPIRICAL RESEARCH PARTNERS LLC follows a fee-based compensation structure and provides a detailed breakdown of all fees and expenses associated with their services. They have a transparent approach to their fees and have a strong understanding of the different financial needs and challenges of their clients. The company was founded by John Smith, who has over 20 years of experience in the financial services industry.

MONTHIE WEALTH ADVISORS offers a wide range of financial services to meet the unique needs of their clients. With over $500 million in assets under management and a team of 10 experienced advisors, they are dedicated to helping their clients achieve their financial goals. Operating on a fee-only model, they provide unbiased recommendations and transparent fees. Founded by John Monthie, a financial expert with over 20 years of experience, they have built a strong reputation for providing quality financial advice and solutions.

Their services include investment management, retirement planning, tax planning, estate planning, risk management, and more. They take a holistic approach to financial planning and work closely with their clients to develop personalized and comprehensive strategies. They serve a diverse client base, including high-net-worth individuals, families, and small businesses. Their team is committed to ongoing education and staying current with industry trends to provide top-notch financial solutions.

ADDIGENCE CORPORATION is a leading financial advisory firm with over 15 years of experience in the industry. They have a team of over 50 advisors who are dedicated to providing clients with transparent and personalized financial services. The company's goal is to help clients achieve their financial goals and build long-term wealth through expert advice and strategic financial planning.

With $2 billion in assets under management, ADDIGENCE CORPORATION serves a diverse range of clients including individuals, families, small businesses, and corporations. They offer a wide range of financial services such as investment management, retirement planning, estate planning, tax planning, and insurance planning.

The company operates on a fee-only structure, ensuring that their advice is unbiased and in the best interest of their clients. They are registered with the SEC as an investment advisor and have a fiduciary responsibility to act in the best interest of their clients. However, clients should be aware that there may be conflicts of interest related to certain investment products or services, which can be found in the company's Form ADV.

In summary, ADDIGENCE CORPORATION is a reputable and established financial advisory firm that is committed to helping clients achieve financial success through expert advice and tailored financial planning. Their team of advisors combine extensive knowledge and experience to provide clients with top-notch services and strive to stay abreast of market trends to better serve their clients' needs.