Strategic Alliances

At our fingertips we have state of the art software, and the custodial and trading platform of financial services market leader Pershing, a BNY Mellon Company. Pershing has approximately 1.5 Trillion under management, and is the #1 clearing firm in the USA.

Pershing, LLC

Custodian

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Certified Financial Planner

Member

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ChFC®

Member

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NAPFA

Member

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Fee-Only

Fee Structure

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Complimentary Review