Revolution Wealth Management Competitors

Giles McPhail Wealth Management is an independent wealth advisory firm associated with LPL Financial. At Giles McPhail Wealth Management, we believe the quality of our relationships with our clients is what makes us stand apart from the crowd. We provide our clients unparalleled service – consistently communicating with our clients on the actions needed to ensure they stay on track. Our goal is to be each of our client’s Chief Financial Officers and advise them on a broad array of matters, including investment management, retirement planning, and education planning. What We Do We offer investment solutions that seek to provide enhanced diversification, reduced volatility, and improved capital preservation. Our investment philosophy changes the focus from chasing market returns compared to a benchmark, to a total return solution that seeks to manage risk/reward outcomes. We believe prudent investing begins with risk management and we seek to manage risk in three ways: 1. through proper asset allocation 2. with active management 3. with the use of alternative strategies to reduce risk. Our Commitment We pledge to each of our clients the following: This is your money, and we always remember that. No one without your last name will care more about your financial future than we will. You can count on your information being confidential. Wealth Advisors at Giles McPhail Wealth Management are Registered Representatives with, and Securities offered through LPL Financial. Member SIPC www.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 LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: MS, AL, TX, NY, TN, MO, and AR.

Eagle Retirement Group empowers you to pursue a lifestyle beyond your imagination. Our experienced advisors can help guide you through a trusted process to manage wealth and maximize opportunities for peace of mind. We provide personalized financial strategies that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in your financial future. At Eagle Retirement Group we are dedicated to your lifelong success. Wealth Manager offering securities through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity. www.eagleretirement.com

Sunrise Wealth Partners, LLC is located in Reston, Virginia, and home to an experienced group of independent financial professionals. These independent financial advisors strive to provide advice on investment planning, retirement planning, and wealth management strategies for their clients. The advisors work to determine their clients' needs as the primary focus of the investment and retirement planning process. These professionals serve their clients with integrity and provide a high level of personalized service. In the financial services industry, it seems that larger financial services firms tend to be more concerned with their profitability and their shareholders than their clients' experience. The goal of a true independent financial advisor is to promote a more personal client experience and help the client manage their investments, goals, and concerns. If you would like to learn more about this process please contact us today.