. Windemere Advisors, LLC is a financial firm that offers expert guidance and services to help clients achieve their financial goals. Founded in 2001, the company has grown to become one of the most reputable and trusted financial advisors in the industry. With a team of experienced and knowledgeable financial experts, Windemere Advisors, LLC provides personalized solutions to individuals, families, and businesses. Their services include investment management, retirement planning, tax planning, and estate planning. They also offer educational seminars and workshops to help clients stay informed and make sound financial decisions. As of 2020, Windemere Advisors, LLC manages over $2 billion in assets for their clients and has a client retention rate of 95%. This speaks to their consistently successful track record of helping clients grow and protect their wealth. The firm has also been recognized for their excellence in the industry, receiving numerous awards and accolades. This includes being named one of the Top 300 Registered Investment Advisors by Financial Times in 2020 and one of the Top Financial Advisors in the US by Barron's in 2019. At Windemere Advisors, LLC, their mission is to provide their clients with personalized and unbiased financial advice and to build long-term relationships based on trust and integrity. With their extensive experience and commitment to client satisfaction, they continue to uphold their reputation as a top-tier financial advisor.

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Established in 2005, Brookwood North Investment Advisors, LLC is a reputable financial firm known for its expertise in helping individuals achieve their financial goals. With a team of experienced advisors, they offer personalized financial advice, comprehensive planning services, and unbiased recommendations for investments. They have a data-driven approach and stay updated with the trends and developments in the financial market, making informed decisions for their clients. The company has a strong financial standing, managing assets worth $800 million and a team of 25 advisors.

Brookwood North Investment Advisors, LLC caters to a diverse range of clients, including individuals, high-net-worth individuals, families, business owners, and professionals. They operate on a fee-only basis with a strict code of ethics, ensuring their clients' best interests are always prioritized. The team at Brookwood North Investment Advisors, LLC is committed to providing exceptional services and has a fiduciary responsibility to act in their clients' best interests. With no history of disciplinary actions or affiliations with other financial institutions, they maintain transparency and trust with their clients.

BUSH WEALTH MANAGEMENT is a well-established financial management firm with over 15 years of experience in the industry. Led by a team of dedicated and experienced advisors, they provide personalized financial planning and investment management services to individuals, families, and businesses. Their approach is holistic, taking into account each client's unique financial situation and goals. The firm prides itself on offering unbiased and objective advice, regularly reviewing and adjusting clients' portfolios to align with their risk tolerance and goals. They also provide ongoing support and education to help clients navigate the complex world of finance. BUSH WEALTH MANAGEMENT has over $500 million in assets under management and a team of 10 advisors. Their services include retirement planning, investment management, estate planning, tax planning, insurance planning, education planning, and business consulting. The firm operates on a transparent and fair fee structure, with fixed fees for financial planning and a percentage of assets under management for investment management. Led by a CFP® with over 25 years of experience, BUSH WEALTH MANAGEMENT follows all codes of conduct and regulations, including the fiduciary standard, to ensure the best interests of their clients are always prioritized.