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We are a financial planning firm, serving both personal and corporate clients, in the areas of Wealth Accumulation, Asset Protection, Estate Planning and Legacy needs. Our NEW CLIENT minimum portfolio size = $50,000.... more info about Capital Wealth Partners Inc.
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**NAPFA Member** Aequus leads clients on a discovery of their goals, hopes, and ambitions using our own process of life-enhancing financial planning. NEW CLIENT minimum portfolio size = $1,000,000... more info about Aequus Wealth Management Resources, LLC
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We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M... more info about D'Annunzio Consulting Group, LLC
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Our philosophy is that disciplined, model-driven investment approaches generate enhanced risk-adjusted returns. We serve clients all over the U.S. Our NEW CLIENT minimum portfolio amount = $250,000... more info about Good Harbor Financial Inc.
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**NAPFA Member** Haag Financial Consulting is a Fee-Only financial planning firm that provides objective comprehensive financial planning and asset management services for individuals, couples and families. Our NEW CLIENT minimum portfolio size = $50,000. more info about Haag Financial Consulting
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At JC Investment Management (JCIM), an independent investment management & advisory firm, market objectivity and the interests of our clients are our research and investment management hallmarks. Our NEW CLIENT Minimum Portfolio Size = $50,000... more info about JC Investment Management
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We have never desired to be the largest investment firm. We’ve only aimed to be the best! To accomplish this objective, our focus is on offering effective, customized investment solutions to our clients. NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Lodestar Investment Counsel, LLC
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Schlindwein Associates is a Registered Investment Advisor (RIA) with offices in Chicago and Dallas. We are Fee-Only, independent, impartial and objective. Our NEW CLIENT minimum portfolio size = $500,000... more info about Schlindwein Associates, LLC
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**NAPFA Member** Trinity Financial Advisors is a Fee-Only financial planning and investment management firm. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Trinity Financial Advisors LLC
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**NAPFA Member** We are a Fee-Only financial planning and investment advisory firm. Our responsibility is solely to you, our client. NEW CLIENT minimum portfolio size = $250,000… more info about GreatLight Fee Only Advisors, LLC
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MPI is a nationally recognized high quality short/intermediate bond manager founded in 1986. MPI manages both tax free and taxable portfolios for conservative High Net Worth and institutional investors. NEW CLIENT Minimum Portfolio Size = $500,000... more info about MPI Investment Management, Inc.
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**NAPFA Member** Independent, Fee-Only financial advisory firm. Our mission is to assist clients in identifying their life's goals and help them achieve the financial independence to accomplish them. NEW CLIENT Minimum Portfolio Size = $250,000... more info about Reason Financial Advisors Inc.
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**NAPFA Member** We provide hourly, as-needed financial planning and advice to individuals, families and small businesses, regardless of their net worth, income or investable assets. more info about JK Financial Planning
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