Areté Partners, LLC Competitors

Waterford Advisors LLC specializes in working with clients as they plan for and enjoy their retirement. We provide comprehensive financial planning services and follow a well-defined, disciplined process to increase the probability that you will meet your financial goals. We offer experience in all key areas of Wealth Advisory Services including: Income Tax Planning and Compliance, Investment Management, Estate Planning and Trust Services, Risk Management and Insurance, Expense Management and Reporting, as well as Business Advisory Services. This experience allows us to deliver the best possible personalized advice and is provided without conflicts of interest. Our success is not measured by performance statistics but rather by how effective we are in helping you achieve your goals. Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Advisory services offered through Waterford Advisors LLC, an SEC Registered Investment Advisor. Waterford Advisors LLC and Cadaret, Grant & Co., Inc. are separate entities. Currently licensed to offer securities in the following states: NY, CA, CO, DE, FL, ID, IL, MD, MI, MN, NC, OH, PA, TX, VA.

Meridian Wealth Advisors, LLC (MWANM) is a New Mexico registered investment advisory firm, founded in 2006. MWANM collaborates with clients on their wealth management and other financial planning and estate planning needs and does so as a Fee-Only advisor, which means that fees are paid directly by clients for investment and planning advice and never from commissions or any other compensation for investment products. For each client, the investment process combines asset allocation and sector analysis to build properly diversified portfolios designed to meet that client's specific financial goals.

At Sopher Financial Group, our mission is to help our clients and their families achieve financial confidence by defining and establishing a well-balanced investment strategy within the context of their personal goals, objectives, and comfort level. For us, business is personal—we foster long-term relationships with our clients and remain committed to providing highly personal customer service in a family environment. At Sopher Financial Group, we don’t believe in one-size-fits-all products and services. We don’t deal in cookie-cutter portfolios or fill-in-the-blank financial plans. Rather, we tailor our comprehensive menu of products and services to your individual financial situation, personal goals, and unique vision for your future. Our experienced financial professionals strive to provide you with clear explanations in plain English so that you can make informed choices between meaningful alternatives. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.