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** NAPFA Member** Private Wealth Counsel is an independent investment advisory and wealth management firm dedicated to help families build wealth and preserve their financial legacies. Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about Private Wealth Counsel, LLC
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**NAPFA Member** We offer true financial advice and investment management based on the principals of comprehensive financial planning. Our NEW CLIENT minimum portfolio size = $100,000… more info about The Advisory Firm
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The Arcus Opportunistic Portfolio has out-performed the S&P 500 by an average of 10.1% per year since 2001. The cumulative return for Arcus since 2001 has been 137.2% compared to 0.1% for the S&P 500. NEW CLIENT minimum portfolio size = $1,000,000.... more info about Arcus Capital Partners
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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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We are a hands-on boutique financial advisory firm with one goal in mind building your wealth. We look forward to helping you meet your financial planning goals. NEW CLIENT minimum portfolio size = $500,000 more info about Financial Success
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As a Fee-Only investment advisory firm we are focused on our limited number of clients. We are confident that we can help you meet your financial planning goals! Our NEW CLIENT Minimum Portfolio Size = $250,000... more info about LeechGary Asset Management LLC
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**NAPFA Member** Our mission is to provide our clients financial peace-of-mind as they pursue their life goals. We are a Fee-Only firm with 2 office locations: Atlanta & St. Simons, GA. Our NEW CLIENT Minimum Portfolio Size = $500,000... more info about Minerva Planning Group
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**NAPFA Member** We are a diversified team of highly skilled Financial Advisors who collaborate to create customized strategies to help clients realize their financial goals. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Summit Wealth Management, Inc
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We serve a select group of individuals, trusts, foundations, endowments, and corporate retirement plans located across the country. We take a comprehensive approach to wealth management. Our NEW CLIENT minimum portfolio size = $500,000... more info about Wealthcare Capital Management, LLC
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Come see us for a free consultation when you are in or near Destin, FL. We are a “Fee-Only” Registered Investment Advisory Firm We specialize in portfolio management for high net-worth clients and in retirement planning. Portfolio Min = $500,000. more info about Arbor Wealth Management
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We are a Fee-Only Investment Advisor Firm offering investment management, business retirement plans, tax planning-preparation, and estate planning. We provide a PROCESS to meet your financial goals. Our NEW CLIENT Minimum Portfolio Size = $50,000... more info about Wiser Wealth Management, Inc.
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We are a Fee-Only Registered Investment Advisory firm serving clients with personalized and unbiased Financial Planning and Investment Management services. NEW CLIENT minimum portfolio size = $100,000... more info about Alexander Investment Advisory, LLC
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We provide our clients with an independent, unbiased approach to investing. Because we are Fee-Only based, we take no kick-backs or incentives through any third-party firms. Our office is located 30 miles north of downtown Atlanta. more info about Goodwin Investment Advisory
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