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Showing 1 - 11 of 11 results
THE EDGAR LOMAX COMPANY
THE EDGAR LOMAX COMPANY
Alexandria, Virginia
1-24 employees
The Edgar Lomax Company is a boutique asset management firm focusing on large-cap value style domestic, global, and international equity portfolios for institutional clients and high net worth individuals. The Edgar Lomax Company also manages a large-cap value style domestic equity mutual fund, and is located in Springfield, Virginia.
Retirement Benefits Rank
Market Leading
THE MCLAUGHLIN COMPANIES, LLC
THE MCLAUGHLIN COMPANIES, LLC
Alexandria, Virginia
25-49 employees
McLaughlin Companies LLC is a real estate company based out of 239 Williams St, New London, Connecticut, United States.
Retirement Benefits Rank
Below Market
SEVERN FINANCIAL SOLUTIONS, LLC
SEVERN FINANCIAL SOLUTIONS, LLC
Annapolis, Maryland
1-24 employees
We help individuals, families, and small business make good decisions with their finances. From insurance services, to tax preparation, we offer a comprehensive approach that seeks to help our client preserve, grow, and enjoy their finances.• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • 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.
Retirement Benefits Rank
Top Benefits
SONDHELM PARTNERS LLC
SONDHELM PARTNERS LLC
Alexandria, Virginia
1-24 employees
Sondhelm Partners helps asset managers grow. We provide distribution, marketing and public relations in a holistic or specialized manner.
Retirement Benefits Rank
Top Benefits
FINANCIAL TECHNOLOGY ASSOCIATION
FINANCIAL TECHNOLOGY ASSOCIATION
Alexandria, Virginia
1-24 employees
The Financial Technology Association (FTA) is a DC-based trade association representing industry leaders shaping the future of finance. We champion the power of technology-centered financial services and advocate for the modernization of financial regulation to support inclusion and responsible innovation. Become a member to join our community of #fintech industry leaders. Request membership information at ftassociation.org.
Retirement Benefits Rank
Market Competitive
INFOCUS FINANCIAL ADVISORS, INC.
INFOCUS FINANCIAL ADVISORS, INC.
Salisbury, Maryland
1-24 employees
We help people prepare for retirement. This is done by going through a checklist of items they will need to address to be able to retire -- social security claiming strategies, budgeting for retirement, investing in retirement, income planning, and other important factors. We offer the financial advice and financial services that you need to work towards a successful retirement. We have two Certified Financial Planners, Eric Johnston, CFP and Robert Jeter, CFP as well as Certified Public Accountant, Carol Kurtz, CPA and a fully licensed relationship manager. We also employ 5 part-time staff. We work with clients throughout the Maryland and Delaware Eastern shore with offices in Salisbury, MD and Georgetown, DE. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Branch Address: 327 Tilghman Rd. Suite 100, Salisbury, Maryland 21804 Phone: 410-677-4848
Retirement Benefits Rank
Market Leading
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WHITTEN RETIREMENT SOLUTIONS, LLC
WHITTEN RETIREMENT SOLUTIONS, LLC
Cambridge, Maryland
1-24 employees
At Whitten Retirement, we understand that you have goals that you want to accomplish now, and dreams for your future. Our mission is to make both a reality.Our team will help you create an effective game plan, provide advice in a common language, and do it with straightforward fees. We’re here for you if you’re looking for financial advice, retirement help, or for general planning and money management.Contact us today to learn more about how we can help.
Retirement Benefits Rank
Below Market
MCGINN PENNINGER INVESTMENT MANAGEMENT, INC.
MCGINN PENNINGER INVESTMENT MANAGEMENT, INC.
Alexandria, Virginia
1-24 employees
McGinn) is a privately held money management firm in; McGinn has a Global perspective and emphasizes value when choosing investments. Since 1994, McGinn has outperformed both the S&P 500 and MSCI World indices. My responsibilities included research analysis, trading and portfolio management that entail the fostering and maintenance of client accounts through periodic account reviews and updates.
Retirement Benefits Rank
Market Laggard
GUARDING AGAINST PANDEMICS, INC.
GUARDING AGAINST PANDEMICS, INC.
Washington, District of Columbia
All Size Average employees
Advocating for public investments to prevent the next pandemic.
Retirement Benefits Rank
Market Leading
OAK WEALTH PARTNERS, INC.
OAK WEALTH PARTNERS, INC.
Lexington Park, Maryland
1-24 employees
Oak Wealth Partners, Inc. is an investment management firm specializing in qualified plans. Our clients trust us with managing their 401(k), 403(b), 457, and deferred compensation plans. We also are highly qualified to manage other investments such as Individual Retirement Accounts (IRA).
Retirement Benefits Rank
Market Laggard
EQUITY NOW, INC.
EQUITY NOW, INC.
Lanham, Maryland
25-49 employees
Equity Now, Inc. is the nonprofit, sister company to Equitable Ink, LLC an organization expediting change. Our mission is to discover, plan and implement innovative solutions for pathways of building equity. While many of the problems families and communities face are adaptive requiring legislation which can be litigious, time-consuming and slow, Equity Now, Inc. believes in seeding strategy, resources, and love to make tomorrow better for children, families, and communities. Focusing on education in: K-12 Education Financial Investments Agriculture & Sustainability
Retirement Benefits Rank
Market Laggard