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Showing 1 - 12 of 18 results
PMC
PMC
Chattanooga, Tennessee
All Size Average employees
Michael Baker International is a leading provider of engineering and consulting services, including design, planning, architectural, environmental, construction and program management. The company provides its comprehensive range of services and solutions to support U.S. federal, state, and municipal governments, foreign allied governments, and a wide range of commercial clients. Michael Baker’s more than 3,000 employees across nearly 100 locations are committed to a culture of innovation, collaboration and technological advancement to help solve challenges for clients and communities throughout the country.
Retirement Benefits Rank
Top Benefits
RIVER ASSOCIATES INVESTMENTS, L.P.
RIVER ASSOCIATES INVESTMENTS, L.P.
Chattanooga, Tennessee
1-24 employees
River Associates is a private equity firm based in Chattanooga, TN, that focuses exclusively on investing in the lower middle market and has served as a financial sponsor partner for management teams for over 30 years. Target businesses can be privately held, private equity-backed, or divestitures from larger companies. River Associates is opportunistic as to industry and has invested in numerous manufacturers, high margin distributors, industrial service providers and business service companies. River targets U.S. & Canadian companies typically with EBITDA in the $3-12 million range. Since its founding in 1989, River Associates has initiated more than 115 transactions. River is currently investing its eighth investment fund, which has $345 million of committed capital. For more information, visit riverassociates.com.
Retirement Benefits Rank
Top Benefits
KEEL POINT, LLC
KEEL POINT, LLC
Huntsville, Alabama
50-99 employees
Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Retirement Benefits Rank
Market Leading
GUARDIAN WEALTH MANAGEMENT, INC.
GUARDIAN WEALTH MANAGEMENT, INC.
Chattanooga, Tennessee
1-24 employees
Guardian Wealth Management, Inc. (GWMI) is a fee only Registered Investment Advisor (RIA) specializing in comprehensive wealth management designed to encourage values-based living. For optimum probability of a successful advisor relationship, our clients are a select group of individuals who meet a specific profile created to match families to our unique process of relationship coaching. New clients are only accepted into our boutique planning/advisory firm by referral from an existing client or a proven financial colleague and must meet the established client profile.
Retirement Benefits Rank
Market Leading
PATTEN & PATTEN, INC.
PATTEN & PATTEN, INC.
Chattanooga, Tennessee
1-24 employees
Prepared client billings, prepared client review materials and quarterly reports, entered trades and filled out securities class action paperwork.
Retirement Benefits Rank
Market Competitive
EVERGREEN ADVISORS, LLC
EVERGREEN ADVISORS, LLC
Chattanooga, Tennessee
1-24 employees
About Evergreen Advisors Evergreen Advisors is a middle-market investment banking and corporate finance firm focused on servicing organizations throughout their financial lifecycles to drive successful outcomes. We provide innovative and strategic solutions in the areas of: Investment Banking, CFO Advisory Services, Business Valuation, Corporate Finance, and Location Strategies. For more information, visit http://evergreenadvisorsllc.com/ Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC
Retirement Benefits Rank
Top Benefits
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PATTON ALBERTSON MILLER GROUP, LLC, A DELAWARE LLC
PATTON ALBERTSON MILLER GROUP, LLC, A DELAWARE LLC
Chattanooga, Tennessee
1-24 employees
Patton Albertson & Miller is a fee-only registered investment advisor providing comprehensive wealth management services to high net worth clients throughout the United States. Whether you simply need investment guidance or want a financial quarterback who can steer a team of financial and legal advisors toward a common goal, we're here to help protect your wealth from investment risk, unnecessary taxation, inexperienced heirs and other threats that may undermine your financial security or legacy. We provide service to our clients in five primary areas of focus: Investment Management, Estate Planning, Tax Planning, Cash Flow Management and Risk Management. We also provide trust and fiduciary services through our sister company, Provident Trust Company, a representative office of National Advisors Trust Company. We work primarily with individuals and families that have $1 million or more to invest. With offices in Georgia and Tennessee, Patton Albertson & Miller serves clients throughout the United States. From Florida to New York and Virginia to California; no matter where you live, we're available to serve your wealth management needs.
Retirement Benefits Rank
Below Market
PRONVEST INC.
PRONVEST INC.
Chattanooga, Tennessee
25-49 employees
ProNvest is an independent investment advisory firm that helps participants reach their retirement goals. Through educational tools and professional account management, ProNvest continues to prove itself as an industry leader. Social media disclosure: https://www.pronvest.com/legal/social-media-disclosure Priding ourselves on providing everyday people with investment services once reserved for the ultra wealthy, ProNvest combines customized portfolios and competitive fees with risk and goal-based advice, simplifying the retirement planning process. Professional Advice: -Ongoing and extensive fund research -The ProNvest Planner tailors each retirement plan to individual needs and goals Personal Service: -Retirement counselors available via phone or live chat -Account monitoring and rebalancing
Retirement Benefits Rank
Market Laggard
CLOUD FINANCIAL INC
CLOUD FINANCIAL INC
Huntsville, Alabama
1-24 employees
• SIMPLIFYING RETIREMENT • Cloud Investments, LLC, is a go-to retirement resource for the community. We provide education and planning services to those at and near retirement.
Retirement Benefits Rank
Below Market
EVERGREEN CONSULTING, INC.
EVERGREEN CONSULTING, INC.
Chattanooga, Tennessee
1-24 employees
Corporate and individual consultations on Personal Location and business conditions using proprietary technology developed by Evergreen Consulting. The Personal Location technology is the result of an ongoing research project begun in 1991 to understand the relationship between personal experience and personal location. The practical value of this project is a mathematical method to identify personal locations for a specific individual that are optimum for performance in terms of mental clarity and reaction times. Other effects such as comfortable, beautiful, “feels like home” can be identified for vacation or retirement. The business cycle indicators were developed by Evergreen and have been used since 1994. These indicators have proven to be very good predictors of general business conditions, especially the consumer confidence index.
Retirement Benefits Rank
Below Market
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
FRANKLIN WEALTH MANAGEMENT, LLC
FRANKLIN WEALTH MANAGEMENT, LLC
Hixson, Tennessee
1-24 employees
To sign up for our online community and receive free resources, go to https://www.franklin-wealth.com/fwm-newsletter/ for more. Strong and enduring relationships are the most important resource within our practice. Each investor is unique and that is why we are dedicated to understanding you and your needs before we offer any investment advice. Financial planning isn’t simply about investment selections and portfolio balances. It’s about ensuring you have the means to enjoy the here and now while also preparing for your future. We believe clear channels of communication and quality service are vital ingredients in establishing a strong rapport with clients. To deliver the highest quality service we have developed a team approach to remain responsive to our clients'​ needs at all times. Providing assistance and support to our fellow associates and their clients is fundamental to sustaining a quality work environment. Doing so nurtures opportunities for unparalleled service, personal growth and job satisfaction. At Franklin Wealth Management, our mission is inspire and empower everyone to turn their dreams into reality. We are committed to providing thorough financial planning services, insightful investment advice and the highest quality customized service possible. Every member of our team looks forward to helping you achieve your goals and realize your dreams. Joe D. Franklin, CFP President and Founder Franklin Wealth Management, LLC A Registered Investment Advisor
Retirement Benefits Rank
Market Laggard