We鈥檙e people people that happen to be money people.
See what it鈥檚 like to work with us 鈥 for free. In your first financial planning session, we鈥檒l review your goals, answer your questions and build a personalized plan that鈥檚 yours to keep.
1.24m clients
94% client
satisfaction1
$326b assets under management
1. The 2025 Client Satisfaction survey was conducted for 蜜穴视频 (EFE) by SMG, a third-party research company on a rolling basis from January 1 鈥 June 10, 2025 and was conducted by Qualtrics, a third-party research company on a rolling basis from June 10-December 31, 2025. Information was gathered through an online survey distributed to all traditional wealth and employee planning clients who had a comprehensive annual review (over 54,000 clients) of which over 8,300 responded (15%). Responders were asked to rate their satisfaction level shortly after a comprehensive review conversation with their planner. Averaging both surveys, on a scale of 1-5, 93.9% of the responders rated their overall satisfaction level as 鈥淗ighly Satisfied鈥 (5 out of 5).
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1.24 million clients as of December 31, 2025.听Number of clients are inclusive of workplace and wealth planning clients.
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326 billion in client assets managed as of听December 31, 2025.
145+ locations and counting.
We meet you where you are. Search our locations to find a financial planner near you 鈥 or set up a virtual meeting.
As of December 31, 2025, 蜜穴视频 had 146 locations.
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More flexibility to grow at your own pace.
Here鈥檚 a quick glimpse of the services we offer. You might not need all of them right now, but you can rest easy knowing they鈥檙e here for you when you鈥檙e ready.
See how our holistic approach integrates all aspects of your financial life.
Financial Deep Dive: As a new client, we鈥檒l start with a review of your current situation to identify areas for improvement.
Personalized Goal Setting: Your planner will put together an actionable plan based on your unique goals.
Ongoing Reviews: On demand check-ins help ensure your plan stays aligned with life changes and market shifts.
Retirement Mapping: Together, we鈥檒l discuss what your ideal retirement looks like and how much you need to save.
Income Planning: Further support your lifestyle goals with a plan for how to structure withdrawals and pace your spending.
Asset Protection: We鈥檒l create a plan to help you safeguard your wealth for a smooth transfer to the next generation.
Put your trust in independent, fiduciary advice that prioritizes your best interests.
More about investment management
Innovative Optimization Engine: Advanced securities modeling and data-driven strategies are the foundation of what we do.
Personalized Portfolios: Not just data, we add human insight to craft a portfolio that aligns with your tax and income goals.
Ongoing Performance Monitoring: Regular portfolio reviews and adjustments help you stay on track long term.
Get expert help deciding what kind of insurance you do and don鈥檛 need.
Insurance Review: We鈥檒l review disability, umbrella and other insurance policies to help identify coverage gaps.
Life Insurance Assessment: A focused conversation about what role life insurance can play in your overall financial plan.
Long-Term Care Evaluation: Together, we鈥檒l discuss if long-term coverage is needed to help safeguard future healthcare needs.
Tax Strategy: While we don鈥檛 prepare tax returns, we can help you keep more of what you earn by helping to minimize tax liability.
Tax Guidance: Get expert help navigating charitable giving, tax loss harvesting and other complex topics.
Tax Law Monitoring: We track evolving tax laws and their impact on your financial strategy so that you don鈥檛 have to.
Legacy Design: Wealth distribution. Guardianship designations. Healthcare directives. We start by understanding your wishes.
Key Document Review: Wills, trusts and more 鈥 we can help identify any documentation gaps and connect you with a lawyer in your area.
Estate Tax Mitigation: A key part of your plan is developing strategies to help minimize estate tax liabilities for your heirs.
Industry recognition for what we do.
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A 叠补谤谤辞苍鈥檚 Top Independent Financial Advisory Firm Eight Years in a Row
Awarded each September, based on prior 12-month data through June 30
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Top managed account provider for workplace retirement plans
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Published 3Q 2025, based on prior 6-month data through June 30, 2025 as gathered by Cerulli Associates.
More insight beyond the numbers.
Cut through the complexity and financial jargon with clear, actionable guidance from experts who care.
Plan like you mean it.
Take control of your financial future with a plan that reflects your goals and ambitions. With personalized support and transparent fees,听we鈥檒l help you build a legacy that lasts.
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