Brian Jost Competitors

Horizon Partners is a boutique financial advisory firm serving mid-market companies in the Digital Media, Interactive Marketing, and Software industries. Horizon provides advisory services to help companies raise capital and execute mergers and acquisitions. We offer every client a comprehensive view of transactional opportunities and a consultative approach to finding and realizing the best possible outcome. We are specialists, not generalists. We only engage clients when we think our industry knowledge and execution expertise will create significant value. We prioritize relationships over transactions. We take a long-term approach to helping our clients find the right opportunity to transact. When the timing is appropriate, we combine the intensity of a start-up with the experience of financial industry veterans to achieve exceptional results for our clients. More info at www.horizonpartners.com

Premier Planning Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to create financial stability and security to provide financial independence. Our vision of our "we guide, you decide" approach is to empower our clients to make informed decisions through education, communication, and service which exceeds their expectations. Services include investment planning and options, financial planning, life insurance and long term care insurance. --- Premier Planning Group is an independent firm. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.” 175 Admiral Cochrane Drive, Suite 203, Annapolis, MD 21401 443-837-2520 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional.

We help individuals, families, and business owners simplify their financial lives through comprehensive wealth management, retirement planning, investment management, and tax coordination. At IPG, we act as your Personal CFO - bringing together all the moving parts of your financial life so you can make clearer, more confident decisions. Our planning approach is fully integrated. Instead of working in silos, we coordinate investments, retirement strategy, tax planning, and cash flow into one connected plan supported by a team of advisors, planners, and tax professionals. We work with clients across life stages, from building wealth to preparing for and living in retirement, with a focus on long-term relationships, not transactions. “Innovative Planning” means there is no one-size-fits-all strategy. Every plan is tailored, intentional, and designed to evolve as your life does. If you’re looking for a more coordinated approach to your financial life, we’d be glad to connect. Follow along or reach out to start a conversation. Securities are offered through LPL Financial, Member SIPC www.sipc.org. Investment advice is offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Innovative Planning are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.innovativeplanning.com 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.