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FINANCIAL SOLUTIONS
Solutions for individuals and organizations
From planning for the big moments in your personal life to helping your organization take the next financial step, our financial solutions are designed to give you peace of mind and get ready for tomorrow.
Private Wealth
Financial Planning
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Private Wealth
Financial Planning
Investment Management
Retirement Planning
Tax Planning & Preparation
Family Office Services
Estate Planning
Group Retirement Plans
Financial Wellness
Consulting Services
Executive Financial Planning
Municipal Fund Advisory
Group Retirement Plans
Financial Wellness
Consulting Services
Executive Financial Planning
Municipal Fund Advisory
FINANCIAL SOLUTIONS
We deliver results to Earn Your Trust.
Our funds are built on a foundation of proven investment strategies and decades of financial expertise.
50
STATES
Our team of CFAs, CFP® professionals, and accredited advisors come together to support your financial goals wherever you call home.
800+
INSTITUTIONAL PLANS
Public and private employers trust us to impact the financial health of their communities and their staff.
750K
PLAN PARTICIPANTS
We’re proud to impact the financial lives of communities nationwide.
4.6B
ASSETS UNDER MANAGEMENT
For us, every cent matters because we treat our clients as members of our extended family.
FINANCIAL INSIGHTS
Read our Latest Articles
May Market Commentary
“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is an old saying, “in like a lion, out like a lamb.” It is usually associated with the variability of...
Solving Retention with Smart Retirement Strategy: How Andrews ISD Achieved 94% Participation
School districts across Texas continue to grapple with the growing challenge of retaining qualified educators and staff. For Andrews Independent School District (ISD), this wasn’t just a long-term...
April Market Commentary
“This world keeps spinning / And with each new day / I can feel a change in everything”“Well, it all keeps spinning, spinning ‘round and ‘round and upside down”- Upside Down by Jack Johnson (2006)...
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