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Showing 1 - 12 of 30 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
G. W. HENSSLER & ASSOCIATES, LTD
G. W. HENSSLER & ASSOCIATES, LTD
Kennesaw, Georgia
100-499 employees
Henssler Financial is one of the largest independent financial advisory firms in Atlanta. We have been delivering comprehensive financial solutions to our clients for more than 35 years. We provide solutions that incorporate a range of services including financial planning, tax preparation and consulting, risk management and estate planning, as well as CFO services for businesses. Whether you are just beginning to invest in your future or have reached your financial success and need the tools to stay there, we strive to meet the long-term financial goals of all of our clients while forming lasting, mutually beneficial relationships.
Retirement Benefits Rank
Market Leading
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
JAMISON PRIVATE WEALTH MANAGEMENT
JAMISON PRIVATE WEALTH MANAGEMENT
Alpharetta, Georgia
1-24 employees
Jamison Private Wealth is a family-owned wealth management firm offering fiduciary, fee-only financial planning, investment, and accounting services to successful individuals, their businesses, and their families. Our clients value continuity, and so do we. We've built the firm on conservative investing principles and a succession plan that ensures that our clients, their children and grandchildren, and their businesses will be taken care of for decades to come.
Retirement Benefits Rank
Top Benefits
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
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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
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
FINANCIAL ARCHITECTS, LLC
FINANCIAL ARCHITECTS, LLC
Woodstock, Georgia
1-24 employees
Preformed multiple functions in regard to client action items including account transfers, Roth conversions, required minimum distributions, account openings, account closures, withdrawals and deposits. Scheduled new client meetings and served as first point of contact for potential clients. Researched and collected data as needed for Senior Wealth Manager and Chief Investment Officer.
Retirement Benefits Rank
Market Leading
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
FREEDOM WEALTH PARTNERS, INC.
FREEDOM WEALTH PARTNERS, INC.
Kennesaw, Georgia
1-24 employees
FREEDOM WEALTH PARTNERS, INC. is a company based out of 1690 Stone Village Lane, Kennesaw, Georgia, United States.
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