PrimalFinancial Competitors

True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas. We serve business owners, private investors, and families with significant wealth who require more than investment management. They require a trusted strategic partner. Personal by Design. Institutional by Capability. Our role is to integrate every dimension of a family’s financial world, including wealth planning, portfolio construction, private investments, business exit strategy, and legacy design, into one aligned strategy. We earn trust through disciplined execution, deliver deeply personalized counsel shaped around each family’s values and vision, and stay one step ahead by anticipating complexity before it becomes reactive. Founded in 2000, True North operates with a long-term orientation and a generational mindset. Our mission, Fulfilling Lives™, reflects our commitment to helping families use wealth intentionally, by preserving opportunity, strengthening purpose, and building legacies that endure. The most important asset we manage is trust.

“There is no room for fear at the peak of success. We are here to help you scale the summit.” Taking root in 1994, Summit Planners is a revolutionary concept hatched by four far-sighted individuals with a shared vision. Today, Summit Planners Pte Ltd is one of few in Singapore to offer one-stop, integrated financial services to both business owners and individuals. Our services for business owners include Accounting, Corporate Secretarial and Tax Services, Banking and Finance Consultancy, Corporate Risk Management, Estate Planning and Trusts, General Insurance, Real Estate, Training and Publications, Employment Services and Medical Concierge Services. Through our unique platform, our advisers are able to provide individual clients with complete financial planning solutions that encompass Debt Planning, Wealth Management, Investment Planning, Retirement Planning, Education Planning, Estate Planning, Cash Flow Planning and Tax Planning.

Since 1982, Legacy Wealth Management’s approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm. We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals. “Because Financial Security Doesn't Just Happen” Firm Overview Independent, fee-only Financial Planning and Portfolio Management since 1982 Employee-owned firm compensated solely by client fees, not by commissions 700+ clients nationwide (across 34 states) $1 + billion under management 98% client retention ratio (past 5 years for clients over our minimum)