Mark Condon Competitors

Summit Financial, LLC ("SF") an independent investment advisory firm is proud to continue a 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, financial planning, and investment solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through SF an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author. SF is not affiliated with LinkedIn, Inc. Any external URLs, links or websites mentioned are unaffiliated with SF. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations. Merchant Wealth Management Holdings 3, LLC is a majority owner of Summit Financial Holdings, LLC.

As retirement approaches, the rules of money change. You have to transition from decades of wealth building to suddenly drawing income from an asset you can’t replace. And the stakes have never been higher: - What happens in a downturn? - Will my investments last? - How much can I actually spend? - What about taxes, market risk, RMD’s, Roth conversions, health care and all the other strategies you're hearing about? Founded in 2006, Ironwood Financial is an independent, fiduciary, fee-based Registered Investment Adviser (RIA). Our mission is simple: to sit on the same side of the table as you, providing transparent retirement advice. Here is what makes us different: - We believe in tailored advice. Your retirement deserves a custom strategy, not a generic, cookie-cutter model. - We don't think one person is enough. When you work with us, you aren't just one advisor's client; you are a client of our entire firm. You benefit from the collective wisdom of a collaborative team of CFAs, CFPs, and seasoned professionals. - We expose the hidden fees. There are no sales quotas; we manage your money directly in-house to help eliminate conflicts of interest. - We focus on efficiency. With modern cost-efficient investment strategies, we aim to keep your costs as low as possible. - We believe in data. Rigorous stress-testing and historical risk analysis are critical to building portfolios. Our goal is to put guardrails on your emotions and help you avoid the big mistakes that can derail a retirement. - We are here for the long haul. A financial plan can’t be a static, one-time event. We proactively monitor your progress and update your plan as your life changes. Our greatest joy is the relationships we build, treating our clients' finances with the exact same care we use for our own families. Visit us at: www.ironwoodfinancial.com Call us at: 520-318-4600

Mosaic Financial Associates is a holistic wealth management firm serving as an integral advocate for our clients. We help Orthopaedic Surgeons, Specialty Doctors and executives and their families with tax-efficient strategies designed to create, protect, and distribute wealth and provide financial freedom and confidence in your investments. Experience has shown us that it’s no longer enough to merely focus on building a great investment portfolio. While a strong foundation is important, it’s also crucial to reach beyond the traditional measures to ensure your finances are as healthy and happy as every other aspect of your life. We do this by carefully crafting financial plans with investment and risk management strategies to serve the unique life goals of each individual client. We are fee-based planners who offer not only the planning and design but implementation as well. We offer a wide range of financial vehicles, strategies and services, and have developed a customized collaborative approach to help you identify your goals and make sound decisions in order to reach them successfully. We are also fiduciaries, which means we are legally bound to put your best interests first. Our clients work extremely hard for their wealth and our focus is to make sure they keep it. Having a personal CFO comprehensively develop and manage their financial objectives is something that brings great value to their lives. Our level of expertise, attention to detail and service, along with the confidence of knowing their plan is on track leaves them perfectly positioned to focus on the things that really matter to them. Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.