Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients'​ unique needs. The core of our beliefs is that wealth management is executed most effectively when advanced planning - a focus on wealth enhancement, wealth protection, and wealth transfer is coupled with investment management.

Powered By Planning® At Manchester Financial, we know you have worked hard to acquire your wealth. Discover all that Manchester Financial can offer you, your portfolio and your sense of security. We pride ourselves in being one of the region’s strongest independent wealth management firms, and we look forward to discussing how to keep your lifestyle prosperous and protected.

Alliance Advisory & Securities, LLC ("Alliance") provides professional financial planning and investment advisory services for individual and institutional clients. Alliance was conceived with the conviction that serving the client`s best interest in the financial planning process is the first priority. With this in mind, we developed an approach which resulted in a simplified financial management process. This process moves beyond the scope of meeting current financial needs and into the realm of assisting the client in attaining and safeguarding personal financial independence. Given today`s climate of changing tax laws and expanding numbers of investment alternatives, it is impossible for one individual to serve all of the client`s needs. We have developed a team of advisors and staff to provide our clients with a centralized and economical operation with all the necessary financial services.

FMB Wealth Management is a boutique Wealth Management firm located in Westlake Village, CA. FMB coordinates the financial affairs of a limited number of clients by implementing a consultative Wealth Management process. We are a fee based company, specializing in long-term investment strategy and dynamic portfolio design. We only take new clients when we have determined that we can add substantial value to those clients' financial situations. Using passive, low-cost strategies for investments and a consultative and collaborative approach to wealth management, FMB Wealth Management is able to have a tremendous impact for our select clients. The consultative process identifies the specific challenges that clients face in reaching their goals and enables us to build an investment plan designed to help overcome those issues. FMB Wealth Management's clients are offered customized choices and solutions that will allow them to reach their goals and reinforce their values. These solutions are developed and delivered in close consultation with the clients as well as with other trusted advisors in a highly collaborative environment. In every aspect of our work, we make an uncompromising commitment to provide world class client service and to meet every client's highly individualized wealth management needs.

• Directed development and execution of 10-20 educational training sessions and conferences (15 – 90 attendees) with budgets ranging $95K- 130K throughout the United States and internationally. • Overhauled gross inefficiencies and unmanaged costs; spearheading a formalized RFP process, instituting best practice policies, and holding staff accountable for expenses. • Managed all aspects of events including event timelines, food and beverage, audio-visual, registration, speaking engagement preparation and materials, and on-site facilitation.

Monarch Plan Advisors is one of the few firms in the U.S. that focuses exclusively on providing independent consulting services to companies who sponsor a retirement plan for their staff. Our firm handles everything from plan design, communications, vendor fee benchmarkings, to detailed investment monitoring and 404(c) consulting. We equip plan sponsors with the services needed to deliver a highly successful plan. Our primary value proposition is providing pinpoint laser focus on two main deliverables: (1) Maintaining compliance with the DOL, IRS, and other regulatory bodies; and (2) Improving investment opportunities and potential retirement outcomes for plan participants.

At Orion Capital, our experienced financial advisors are dedicated to helping clients meet their financial and life goals. We’ve helped our clients celebrate achievements, endure challenges and plan for the future—offering advice and guidance at every step. That’s because we see ourselves as much more than an investment firm. We strive to be a loyal partner and friend, always ready to help you navigate obstacles and pursue your life’s greatest goals. 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 financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Chris Francis, Jeff Prince, Steven Bailin, Jodie Cohen, Burke Francis and Eric Wasserman are registered representatives with and securities and advisory services offered through LPL Financial, a registered investment advisor. Jeff Prince CA Insurance Lic #0C50169, Steve Bailin CA Insurance Lic #0A02243, Jodie Cohen CA Insurance Lic #0A66041, Burke Francis CA Insurance Lic #0A37005, Eric Wasserman CA Insurance Lic #0E23362. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/