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BreakAWAY Brokerage Partners
Financial services firm specializing in M&A of brokerage assets that cannot be transitioned to a Fee-Only structure to deliver on its mission of maintaining synergy between the advisor and their clients with FINRA brokerage accounts/policies.
Kaufman & Company, LLC
Kaufman & Company is a national trial and litigation law firm focused on complex commercial litigation matters, including financial services, real estate, intellectual property, and professional/fiduciary liability.
National Association of Financial Fiduciaries
We provide fiduciary training and certification on principles, ethics, and standards of being a fiduciary and putting the clients best interest first.
HighTower Boca Raton
HighTower Boca Raton is YOUR independent financial advocate, laser-focused on your unique needs and objectives. No matter the circumstance, we make our clients feel like they are our only clients by offering highly-customized comprehensive solutions.
Index Fund Advisors, Inc.
Index Fund Advisors, Inc. is a fee-only registered investment adviser and provider of fiduciary wealth services. IFA’s investment strategy focuses on risk-appropriate, globally diversified index fund portfolios.
American Capital Planning, LLC
Woman owned wealth management and divorce financial planning firm
Pivirotto Resource Group
The Pivirotto Resource Group by Sharon Pivirotto provides resources, strategies and best practices to help advisors grow a successful and compliant 401k practice.
Fiduciary Doctors, LLC
Fiduciary Doctors, LLC specializing in being the ERISA 402 Named Fiduciary and the ERISA 3(16) Plan Administrator
Green Valley Wealth Advisors, LLC
We are an investment advisory firm that thinks globally with a local perspective. Our expertise is in providing a global, multiple asset class approach to improve investors' success. We provide comprehensive wealth management and personalized consulting.