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OUR FINANCIAL PLANNERS AND EXPERTS

Let's start a conversation that's centered on you

As your fiduciary partner, our planners offer you a collaborative experience with one-on-one attention, frank and unpretentious advice, and a strong point of view on where you are and what it takes to pursue your goals. That’s a modern wealth planning relationship.

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Clients are at the center of ÃÛѨÊÓƵ' integrated approach to wealth management.

An orchestrated team of experts

To help maximize your wealth, your financial life – investments, taxes, insurance, retirement and estate planning – must be wired together. Your dedicated financial planner can coordinate with a team of experts to connect those different pieces into a cohesive view so you can unlock new ways to help build, grow, protect and preserve your wealth.

  • Number one financial advisory firm


    Independent Financial
    Advisory Firm 7 years in a row

    2018-2024

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    Awarded each September by Barron’s, based on data within a 12-month period. ​ ​

  • Number one financial advisory firm


    Managed Account Provider for
    Workplace Retirement Plans

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    Listing published 3Q 2024 and is based on
Jun. 30, 2024 Defined Contribution managed account 
providers data gathered by Cerulli Associates.

Insights from our experts

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Investing Sense ®

Investing in Artificial Intelligence

With Neil Gilfedder, Chief Investment Officer

Andy Smith

Planner Perspective

Top 10 retirement myths

By Andy Smith

Read now

What are the next steps?

  • 1. Connect with a planner

    Start by sharing some information about yourself and your financial outlook.

  • 2. Schedule your appointment

    One of our representatives will reach out to schedule an appointment to meet with a planner in person or virtually.

  • 3. Discuss your goals

    After a thorough conversation, your planner can create and deliver a personalized 
financial plan.