HARPER FINANCIAL GROUP is a trusted financial partner with over 25 years of experience in providing personalized and comprehensive financial services to individuals, families, and businesses. Managed by a team of 8 advisors and 3 support staff, they currently oversee over $500 million in assets and have a 98% client retention rate. Their fee-only structure ensures unbiased advice and their fiduciary standard guarantees that they always act in their clients' best interest. As a result, HARPER FINANCIAL GROUP has a strict code of ethics, discloses all potential conflicts of interest, and does not engage in activities that may harm their clients. They offer a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning, and specialize in working with high-net-worth individuals and affluent families. Led by their founder, a Certified Financial Planner with over 30 years of experience, HARPER FINANCIAL GROUP has a strong reputation for providing exceptional service and building long-term relationships with their clients.
Established in 1995, HARPER FINANCIAL GROUP prides itself on its track record of helping clients reach their financial goals. Their team of experienced advisors works closely with each client to tailor a customized financial plan that aligns with their unique needs and risk tolerance. Their transparent fee structure is based on a percentage of assets managed, with options for hourly or project-based fees for specific services. With a firm commitment to client satisfaction and a dedication to maintaining transparency and ethical standards, HARPER FINANCIAL GROUP remains a top choice for individuals, families, and businesses seeking reliable and trustworthy financial guidance.
APB WEALTHCARE ADVISORS, LLP is a well-established financial advisory firm that has been helping clients achieve their financial goals for over 20 years. They offer personalized financial advice and planning services, with expertise in areas such as investments, retirement, and tax planning. Their team of experienced advisors provides ongoing support and guidance to ensure clients stay on track with their financial goals.
The firm has a deep understanding of the financial industry and stays up-to-date with the latest market trends and changes, providing valuable insights to clients. They have over $500 million in assets under management, a team of 15+ advisors, and have been in business for over 20 years, making them a reputable and trusted firm.
APB WEALTHCARE ADVISORS, LLP offers a wide range of financial services to clients from various backgrounds and with different financial needs. They are a fee-only firm, charging a transparent and competitive fee based on assets under management, aligning their interests with those of their clients.
Founded in 1998, the firm has a clean regulatory record and no disclosures to report, ensuring that clients can trust their services and advice. Whether individuals, business owners, families, or retirees, APB WEALTHCARE ADVISORS, LLP provides tailored financial solutions to help clients achieve financial success.