• Slideshow About

    About Us

  • 01
/ 01

Strategic Alliances

Raymond James

Raymond James

Raymond James Financial Services, Inc. (RJFS) is our primary broker dealer/custodian. The business supports more than 6,700 independent financial advisors nationwide with a wide range of investment and wealth planning-related services.

RJFS is a subsidiary of Raymond James Financial, Inc. a leading diversified financial services company serving in excess of 2.8 million client accounts in more than 2,700 locations throughout the United States, Canada and overseas. Total client assets are approximately $522 billion.

In addition to its broker dealer/custodian functions, Raymond James provides a unique range of services to our clients. They include mortgages and other forms of financing, bill-pay services and credit cards. Their technology allows clients to manage all their personal finances in a single portal. They also provide securities research as well as financial-planning and estate-planning support teams and resources.
Dimensional Fund Advisors

Dimensional Fund Advisors

Dimensional Fund Advisors (DFA) is a mutual fund provider with over 30 years of experience and more than $415 billion invested. DFA offers institutional-caliber mutual funds that provide investors with globally diversified, low-cost and tax-efficient portfolios. DFA funds are only available to institutional investors and through select financial advisors. They are the 8th largest mutual fund family in the US.
Vanguard

Vanguard

The Vanguard Group, manages approximately $3.6 trillion in assets. It offers mutual funds and other financial products and services to individual and institutional investors in the United States and abroad. The company is credited with the popularization of low-cost, passive funds and driving costs down across the fund industry.
Brightscope

Brightscope

BrightScope is a financial information company that brings transparency to opaque markets through high-value proprietary data and analytics. BrightScope data drives better decision-making for financial advisors, asset managers and others.
Morningstar

Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. It provides data on approximately 380,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar provides financial advisors with exceptional software tools that help them research, analyze, present, and support their investment ideas.
Fi360 Global Fiduciary Insights

Fi360 Global Fiduciary Insights

fi360’s mission is to help institutions and advisors gather, grow, and protect assets through better investment and business decision-making. Its capabilities include professional development, software applications, and research and practice management. fi360 is the home of the AIF® designation.
AICPA/AICPA Personal Financial Planning

AICPA/AICPA Personal Financial Planning

The American Institute of CPAs is the organization behind the CPA profession. It provides educational guidance materials to its members, develops and grades the Uniform CPA Examination and monitors and enforces compliance with the profession’s high technical and ethical standards. The Personal Financial Planning Section of AICPA is the premier provider of information, tools, advocacy and guidance for practitioners who specialize in providing estate, tax, retirement, risk management and investment planning advice.
FPA

FPA

The Financial Planning Association (FPA) exists to help consumers make wise financial decisions to achieve their life goals. FPA benefits the public by helping ensure that financial planning is delivered through competent, ethical financial planners.
NAPFA

NAPFA

The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency client focused financial planning, and Fee-only compensation.

white
Providing Financial Peace of Mind.