Companies similar to THE AMERICAN FIDUCIARY GROUP
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  • www.shecip.com
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Formed in 2015 in collaboration with the Shanghai-based law firm Shanghai Hanyuan, SH E&C IP Consulting is headquartered in Hong Kong and operates in China, Taiwan, Hong Kong, Vietnam, Indonesia, Korea, Thailand, Philippines, Malaysia, Australia and..

Relevance: 8.926721
  • brettonfund.com
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Founded in 2010, the Bretton Fund is a mutual fund following a focused, value strategy. Stephen Dodson and Raphael de Balmann serve as the portfolio managers and maintain, along with their families, a substantial investment in the fund... The..

Relevance: 8.926492
  • fwpwealth.com
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Fiduciary Wealth Partners specializes in holistic investment counseling, family office governance, and integrated wealth planning. What sets us apart is what we call our experiential IP. Our Managing Partners, Preston McSwain and Jamie Cornell, each..

Relevance: 8.92646
  • chartwell-partners.com
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Mindful of these laws and regulations, Chartwell Partners' approach has always been to maintain a rational appreciation of clients' business needs in order to satisfy both legal constraints and commercial practicalities... We believe that our..

Relevance: 8.92646
  • wayfinancial.com
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Our team values our relationships more than anything. We use a fiduciary standard so that you know your best interest will always be put first... Sign up for a complimentary consultation with one of our Financial Advisors and discover how we can..

Relevance: 8.92603
  • madershannon.com
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We are Mader Shannon, a fiduciary-based wealth management firm located in the heart of Kansas City. Our mission is to provide exceptional portfolio management and financial planning solutions tailored to help you achieve your financial goals.....

Relevance: 8.923491
  • www.kowalinvestmentgroup.com
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Kowal Investment Group, LLC ("Kowal") is a Registered Investment Advisor ("RIA"), with the U.S. Securities and Exchange Commission ("SEC"). Kowal provides investment advisory and related services for clients in State of Wisconsin and other states.....

Relevance: 8.923143
  • quiverfinancial.com
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Through Bull and Bear Markets, Quiver Financial has helped individuals, families, and business owners achieve their retirement vision. We respect how hard you have worked to contribute to your 401(k) savings, that is why we don't just manage your..

Relevance: 8.92249
  • www.globalbizbrokers.com
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We offer advisory services and facilitate trades upon the advice of our clients. We are a Business Broker not a bank or high street brokerage and therefore do not handle clients funds, we use fiduciary/escrow services to ensure both parties in any..

Relevance: 8.92215
  • www.rwpcapital.com
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We are proud recipients of the CERTIFIED FINANCIAL PLANNER™ designation. We are dedicated fiduciary retirement planners... Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Independent Advisor..

Relevance: 8.920108
  • www.moneymanagersinctx.com
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Welcome to Money Managers Inc. where faith has led stewardship of our clients' resources since 1981. As a Fiduciary and Independent Investment Advisor, we understand the importance of placing your financial future in the hands of a reliable and..

Relevance: 8.9197445
  • whiteglovefiduciary.com
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When your family needs private trust services, you have some choices. Traditionally, the only options available were either naming your existing family members, or a bank trust department. If you want to relieve your family of the burden of handling..

Relevance: 8.918578
  • www.eosfp.com
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Our investing practice is rooted in Modern Portfolio Theory. We choose investments to minimize costs while providing proper diversification... We are deeply committed to upholding the fiduciary standard and providing unbiased, conflict-free advice...

Relevance: 8.918476
  • www.belleairwealthmanagement.com
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Advisory services offered through Belleair Wealth Management, LLC. Belleair Wealth Management, LLC is an independent Registered Investment Advisor... Belleair Wealth Management has been a registered investment advisor since 2000. We are a fee-only..

Relevance: 8.918381
  • www.mccarthywealth.com
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As a fee-only RIA (Registered Investment Advisor) firm, we are committed to a fiduciary responsibility to our clients. We are committed to acting in our clients' best interests, providing sound and objective advice that prioritizes their financial..

Relevance: 8.9180355
  • germanacapital.com
Germana Capital is a registered investment advisor (RIA) that offers a wide range of investment services designed to help clients achieve their financial goals... Overall, Germana Capital offers a range of investment services designed to help..

Relevance: 8.917854
  • managedprotectiveservices.com
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Managed Protective Services, Inc., is comprised of experienced professionals. Our staff are of one mind in the effort to carry out Managed Protective Services, Inc's mission. Our goal is to serve the wards and protected persons and provide them..

Relevance: 8.916761
  • www.rbsklaw.com
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We have provided patient care services for over 20 years and understand that swift action at the courthouse often helps improve patient care. We are in probate courts across the Commonwealth, often on a weekly basis, and our strong relationships with..

Relevance: 8.916752
  • strategicfp.com
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Strategic Financial Planning is a fee-only, fiduciary, independent financial planning and wealth management firm... Strategic Financial Planning, Inc. is an independent financial advisory firm located in Plano, Texas, specializing in financial..

Relevance: 8.916098
  • www.choicefp.net
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We specialize in providing fiduciary wealth management services, financial planning, and retirement planning for individuals and families. We get to know our clients and share a special bond that goes well beyond financial matters. We build personal,..

Relevance: 8.916025
  • www.prosperiteaplanning.com
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ProsperiTea Planning is a fee-only fiduciary financial advisory firm. We sell no products and offer fixed-price engagements with the terms disclosed in advance... ProsperiTea Planning's team of Wendy Marsden, CPA CFP®, and Sam Plotkin, CFA, produce..

Relevance: 8.91561
  • www.jentner.com
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Jentner is a fee-only advisor. We never receive commissions, unlike most advisors. You will receive prudent advice customized to your life and goals, all while keeping your costs low... Jentner Wealth Management is a national firm serving families..

Relevance: 8.914702
  • www.rpsretirementplanning.com
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Our team at Retirement Planning Services, Inc. is committed to putting your needs first. As an independent financial advisory firm, we are not obligated to sell specific products that allow us to provide unbiased financial guidance. As fiduciary, we..

Relevance: 8.914016
  • blueskyic.com
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At BlueSky Investment Counsel, we are part of a small group of investment firms in Canada with a fiduciary duty to our clients to act with care, honesty and good faith. BlueSky Investment Counsel is a member of the Ombudsman for Banking Services and..

Relevance: 8.913973
  • www.profelltd.com
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PROFEL is a firm specializing in the establishment, registration, and administration of companies in international jurisdictions and in the provision of professional services for the achievement of a successful business profile with optimal..

Relevance: 8.913066
  • www.kaleorealestate.com
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KALEO Real Estate Company is located in Glendora, California in the center of Glendora's charming downtown at 158 N Glendora Ave, Suite M, Glendora, California... KALEO Real Estate Company's mission is to build a better brokerage. We prioritize..

Relevance: 8.911096
  • meetscottcfp.com
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A 1983 graduate of Samford University with a BA in Finance, Scott entered into the financial services industry right out of college. This year, Scott is celebrating his 32nd year as a CFP®. After opening his own firm in 1994, Scott is the General..

Relevance: 8.911037
  • www.umawealth.com
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The UMA Group is a team of young dynamic professionals, each with diverse professional backgrounds and specialties, and who share many commonalities. As a team, we have considerable experience in wealth planning in the trust, corporate structuring,..

Relevance: 8.910876
  • goldbulldr.com
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Gold Bull Security is the leading provider of intelligent protection services in Santo Domingo and everywhere throughout the Dominican Republic. "Intelligent protection" means we don't just provide muscle - we use advanced intelligence gathering and..

Relevance: 8.910876
  • www.bakeruretirement.com
Administrative and recordkeeping services provided by OneAmerica Retirement Services LLC, a OneAmerica company, which is not a broker/dealer or investment advisor. Provided content is for overview and informational purposes only and is not intended..

Relevance: 8.910575