Registered Investment Advisor

Industry Partners

Put our network of partners and resources to work for you.


Investment Partners:

  • AmericanFunds
  • AssetMark
  • Clark Capital Management Group
  • CLS
  • Fidelity Advisors
  • Franklin Templeton Investments
  • Lincoln Financial
  • OppenheimerFunds
  • Penn Mutual
  • Pershing
  • Rochdale Investment Management
  • Saratoga Advantage Trust
  • Security Benefit

Employee Benefits & Risk Management Partners:

  • Aetna
  • Amerihealth
  • Ameritas
  • Bank of America
  • Banner Life
  • Capital Blue Cross
  • Delta Dental
  • Guardian
  • Hartford
  • HealthEquity
  • Highmark Blue Cross Blue Shield
  • Horizon Blue Cross Blue Shield
  • Independence Blue Cross Blue Shield
  • Lincoln Financial
  • MetLife
  • Mutual of Omaha
  • Optum Health Bank
  • Penn Mutual
  • Principal
  • Prudential
  • SunLife
  • The Standard
  • United Concordia
  • United HealthCare


Cafeteria Plans/Section 125:

  • AmeriFlex
  • TASC (Total Administrative Services Corporation)



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The information contained is for general use and it is not intended to cover all aspects of a particular matter. Neither the information presented nor any opinion expressed constitutes a representation by us or a solicitation of the purchase or sale of any securities. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.

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