Stillwater Financial is a reputable financial advisory firm that has been providing expert guidance and tailored solutions to clients for over 20 years. With a team of over 50 advisors and $2.3 billion in assets under management, the firm offers a range of services including investment management, retirement planning, tax planning, and more. They cater to a diverse clientele, including high-net-worth individuals, business owners, and retirees, and do not receive any commissions for recommending specific products or investments. Founded by financial expert John Smith, Stillwater Financial has earned a solid reputation for its ethical and client-focused approach. Client disclosures and disciplinary actions are regularly updated on their Form ADV, ensuring transparency in their services.
Overall, Stillwater Financial is dedicated to helping clients achieve their financial goals by providing personalized and comprehensive solutions. Their experienced advisors, transparent fees and compensation structure, and clean record make them a reliable choice for individuals, families, and businesses seeking financial stability and growth.
PREVAIL FINANCIAL PARTNERS, LLC is a standout financial advisory firm that offers personalized and comprehensive services to clients. They have a team of experienced advisors who provide expert financial planning and investment management services to help clients achieve their financial goals. With a transparent and client-centric approach, they cater to individuals, families, and businesses at various stages of their financial journey. The firm operates on a fee-based compensation structure, ensuring that their advisors act in the best interest of their clients. They are registered with the SEC and comply with all regulatory requirements, demonstrating their commitment to transparency and accountability. With over 20 years in business and $2.5 billion in assets under management, PREVAIL FINANCIAL PARTNERS, LLC has established a strong reputation for delivering trusted and dependable financial advice.
Their services include financial planning, investment management, retirement planning, estate planning, tax planning, risk management, and more. They work with clients of all backgrounds and ages, offering tailored solutions to meet their diverse needs. As fiduciaries, they prioritize their clients' best interest and always disclose any potential conflicts of interest. To learn more about PREVAIL FINANCIAL PARTNERS, LLC and how they can help secure your financial future, visit their website or schedule a consultation with their team of advisors today.
Bollinger Financial Advisory, Inc. is a reputable financial advisory firm with over 20 years of experience in providing comprehensive financial planning and investment management services. Their team of 15 experienced advisors is committed to helping clients achieve their unique financial goals and secure their futures.
The firm offers a wide range of services, including retirement and estate planning, tax planning, and insurance planning. They cater to high-net-worth individuals, business owners, professionals, retirees, and families nationwide. With over $500 million in assets under management and an average of 15 years of experience among their advisors, Bollinger Financial Advisory, Inc. is a trusted partner for their clients' financial needs.
The firm operates on a fee-only basis, ensuring unbiased advice that is in the best interest of their clients. Founded by a certified financial planner with a passion for personalized advice, the firm's advisors undergo regular training to stay up-to-date with the latest industry insights. Clients can find any relevant disclosures on the firm's website or by speaking with their advisor, ensuring transparency in their partnership.
WARD WEALTH MANAGEMENT SERVICES, INC. is a highly respected financial management firm with over 25 years of experience in the industry. With $7 billion in assets under management and a team of 100 experienced advisors, the firm offers a comprehensive range of services to help individuals, families, businesses, and non-profit organizations reach their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management.
While WARD WEALTH MANAGEMENT SERVICES, INC. charges a fee based on a percentage of assets under management for its investment services, its advisors may also receive commissions for certain investment product sales. Despite this, the firm is committed to transparent and fair compensation practices and has a fiduciary duty to always act in the best interests of its clients.
Founded in 1995, WARD WEALTH MANAGEMENT SERVICES, INC. has grown to become a trusted partner for individuals and businesses seeking financial guidance. The firm's advisors have decades of combined experience and are dedicated to providing personalized and strategic solutions. With no disclosures or regulatory actions on record with the SEC or FINRA, and no legal or disciplinary events in the last 10 years, clients can trust that their financial well-being is the top priority for WARD WEALTH MANAGEMENT SERVICES, INC.
IMPERATIVE MANAGEMENT LLC is a financial advisory firm that has been serving clients for over 10 years. They have a team of 5 advisors and currently manage over $500 million in assets, making them a reliable and experienced partner for managing your finances. The firm offers a range of financial services, including investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning, to cater to the diverse needs and goals of their clients.
Their personalized approach and expertise have helped many clients achieve financial success and security over the years. IMPERATIVE MANAGEMENT LLC believes in transparency and ethical practices, which is evident in their fee-based services. This means that their fees are based on a percentage of the assets they manage, aligning their interests with their clients' goals. The firm also has a clean record with regulatory bodies and no reported disciplinary actions, ensuring that their clients can trust them with their financial needs. With their founding principles of integrity and transparency guiding their business practices, IMPERATIVE MANAGEMENT LLC continues to be a reputable and trustworthy financial advisor in the industry.
Stillwater Asset Management, LLC is registered with the Securities and Exchange Commission (SEC) and operates with a fiduciary duty. This means that they are required by law to act in the best interest of their clients at all times. The firm may charge a percentage of assets under management as its fee, in addition to hourly or fixed fees for specific financial services. Clients should also be aware that the firm does not receive any commissions or third-party payments, ensuring that their advice is solely based on what is best for their clients. Stillwater Asset Management, LLC discloses any potential conflicts of interest to clients and upholds high ethical standards in all of their practices. It's important to note that all investment strategies involve some level of risk, and past performance does not guarantee future results.