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Showing 1 - 9 of 9 results
THE WELCH GROUP, LLC
THE WELCH GROUP, LLC
Birmingham, Alabama
25-49 employees
The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of the Birmingham community. As he began helping clients prepare for a secure financial future, he quickly realized a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the first firms to offer fee-only investment management and financial planning services for clients. As a fee-only wealth management firm, The Welch Group provides investment management and financial planning services to help clients control their financial future and retirement. We believe success is achieved through a personalized team approach and offer two service models to help meet our client's financial goals. Our Limited Family Office provides comprehensive wealth management services concentrated around financial planning, charitable and tax planning, estate planning, and generational planning. Our Wealth Management model provides investment portfolio management, cash flow analysis, estate, tax, and retirement planning services.
Retirement Benefits Rank
Top Benefits
VULCAN MANAGEMENT, INC
VULCAN MANAGEMENT, INC
Birmingham, Alabama
25-49 employees
Rooted and invested in the Pacific Northwest, we genuinely care about this place we call home. Our deep civic engagement stems from our long tenure of successful, inclusive development in the region. We’re proud of our collaborative working relationships with cities and communities, the diversity and experience of our team, and our commitment to development that’s intentionally designed to deliver lasting value.
Retirement Benefits Rank
Top Benefits
NCP CAPCO DEVELOPMENT CO., INC.
NCP CAPCO DEVELOPMENT CO., INC.
Birmingham, Alabama
All Size Average employees
New Capital Partners is a private equity firm dedicated to Building Great Companies by creating true partnerships with management teams and investing in high-growth businesses. By leveraging our extensive entrepreneurial and operational experience, we have realized significant value creation for our portfolio companies. For more information on our investments, our team and our philosophy, visit newcapitalpartners.com or contact us at [email protected]. Let's build a business together.
Retirement Benefits Rank
Market Competitive
JOHNSON STERLING, INC.
JOHNSON STERLING, INC.
Birmingham, Alabama
1-24 employees
Johnson Sterling, Inc. is an independent, fee-based financial advisory firm. Founded in 1976, we serve clients throughout the U.S. We are registered with the Securities and Exchange Commission as an Investment Advisory and Pension Consultancy. Our clients include individuals, medical schools, colleges and universities, physicians'​ practices, law firms, corporations, foundations, endowments, trusts, and estates. Johnson+Sterling, Inc. advises on invested assets totaling approximately $1.6 billion (as of December, 2015).
Retirement Benefits Rank
Top Benefits
TIOS CAPITAL
TIOS CAPITAL
Homewood, Alabama
25-49 employees
Tios Capital is a proprietary trading firm founded in 2012 with offices in Birmingham, Alabama and Alexandria, Virginia. We bring a rigorous quantitative approach, supported by scalable technologies, to our investment decisions across a variety of wholesale power markets, including CAISO, ERCOT, MISO, SPP, and PJM. Our success requires specialized expertise in quantitative analytics, technology development, and a deep knowledge of market fundamentals. We are specialized, but not siloed. Our culture is marked by humility, resilience, balance, and a collaborative approach that promotes teamwork, cross-functional learning and the sharing of ideas. Over the last decade, our core commitment to continuous improvement has produced a robust tech platform, expanding trading profits, and a flourishing team environment.
Retirement Benefits Rank
Top Benefits
WEALTH ADVISORY GROUP, INC.
WEALTH ADVISORY GROUP, INC.
Decatur, Alabama
1-24 employees
Wealth Advisory Group was founded in 1993 by Rick Craft & Michael Bass as an independent Registered Investment Advisory (RIA) firm to provide investment advisory counsel to three distinct market segments: corporate retirement plans, wealth management for the business owner, and strategic planning for individual investors. The firm's primary mission is to build collaborative and enduring partnerships by creating a customized strategic plan, executing the strategy flawlessly, and assisting our clients to stay the course so they may judiciously preserve and grow their wealth.
Retirement Benefits Rank
Market Laggard
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VECTOR WEALTH STRATEGIES, LLC
VECTOR WEALTH STRATEGIES, LLC
Huntsville, Alabama
1-24 employees
You want someone who will listen to you, answer your questions and provide you with guidance to be financially stable in your current phase of life and the future. Vector Wealth Strategies has helped hundreds of clients just like you reach their goals for more than a decade. Whether you choose to pursue interests such as international travel, missions or volunteer work in retirement, you can rely on Vector to help you find the best financial strategies so you can lead the life you love. Review our Terms of Use: www.commonwealth.com/termsofuse.html This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DE, FL, GA, IN, KY, LA, MD, MO, MS, NC, NM, NV, NY, OK, RI, SC, TN, UT, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisor services offered through Commonwealth Financial Network, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Vector Wealth Strategies, 3330 L and N Dr., Suite I, Huntsville AL 35801. (256) 469-7711.
Retirement Benefits Rank
Top Benefits
REGULATORY SOLUTIONS, LLC.
REGULATORY SOLUTIONS, LLC.
Birmingham, Alabama
25-49 employees
Regulatory Solutions may have started small. But we already had a big reputation in the industry that helped us to attract top clients and experienced associates. We now serve a growing list of clients with an experienced and trained staff that clients can trust. Regulatory Solutions has been a certified Women’s Business Enterprise since 2012.
Retirement Benefits Rank
Market Laggard
TRUSTSPOT
TRUSTSPOT
Birmingham, Alabama
1-24 employees
Trustspot is a product review and experience survey platform that helps e-commerce businesses enhance conversion rates and generate revenue through social proof. Our extensive feature set allows companies to better understand their customers and what they think about products through the collection of verifiable, quality content. With the ability to collect and display visual content—such as video testimonials and photos—businesses can encourage and amplify authentic reviews, leading to increased sales. Our experience surveys help business owners evaluate their customers’ experience and product sentiment. Along with seamless integrations, TrustSpot pulls product and customer data—and identifies which products have a higher willingness for referral. Let TrustSpot turn your audience into your most enthusiastic advocates.
Retirement Benefits Rank
Market Laggard