At Avery Wealth, we understand that managing wealth isn't simply about acquiring assets. It's about you. That's why our approach and the services that we provide focus on our clients. Building an ongoing relationship with you is integral to all that we do. We believe that an understanding of your life goals and your financial objectives will provide the foundation for providing distinct solutions to address the financial complexities in your life. When it comes to achieving your goals, you are best served by a deliberate process that begins before we ask you to commit to a long-term relationship with us. It starts with a “Discovery Meeting” focusing on you and your life. We will discuss your values, personal and professional goals and relationships, assets and interests. In addition, we will ask you to share your thoughts on questions such as: What does financial success look like to you? What resources do you have? What challenges do you face? We believe our approach fosters a relationship grounded in fiduciary obligation and incorporates the best academic evidence on how markets can be used to pursue financial independence. We combine that with a commitment to provide world-class client service and meet every client's highly individualized wealth-management needs. We believe an investment portfolio should directly reflect our clients’ financial and life objectives. That’s the simple principle on which Avery Wealth was founded and continues to do business today.

Midwest Capital Advisors was founded on a sole principle: Always do what is right for the client. There are too many advisors selling high-cost products and not acting in the best interests of their clients. We wanted to be different. So, in 2003, we did just that. We built a transparent, independent advisory firm where people would feel comfortable working with us. We are a fiduciary, which means our clients come first. No products. No commissions. We simply offer unbiased advice from a team of hard-working and honest professionals. MCA Disclosures: https://midwestcap.com/required-disclosures/

BeManaged is a leader in education, managed accounts and advice for 401k/403b investors. Our participant success services integrate with a company's existing retirement plan and investment options, while we work with participants to maximize their retirement outcomes.

Khirfan Financial was founded by Abdalhakim (Abed) Khirfan, Financial Advisor, in 1988. Established on the principles of hard work, trust, and integrity we strive to offer a comprehensive approach to serve our clients needs. Over the years, we have expanded the practice to include financial services, wealth management, employee benefits, accounting/bookkeeping, and tax planning & returns. Our primary objective is to serve the needs of the medical profession and wealth management clients. Our team includes trained professionals with years of experience to meet your needs. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. We believe that relationships are formed through trust and integrity and we strive to maintain that in all our dealings. We develop customized plans that are action based and will help you achieve your long term goals. We keep you informed about your plan, suggest new ideas, and promote options that suit your needs. Simply put, we strive to be your trusted advisor. Our mission is to provide the best possible benefits for you and your family. As a financial planning and benefit consulting firm, we understand the need for a comprehensive approach. Our service has been described as “concierge” as we carefully listen to your needs and develop custom plans from a large variety of providers and offer background support to implement, maintain, analyze, and strategize for the future. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Khirfan Financial and Securities America are separate entities. For disclosures please see our website. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Washington Avenue Advisors, LLC ("WAA") is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where WAA and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. WAA does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.

FINANCIAL INDEPENDENTS INC. is a financial services company based out of 15851 SOUTH US 27, LANSING, Michigan, United States.

Boutique Family Office servicing and high net worth consulting firm with a specialty in family relationships and investment advisory functions.In addition to ongoing investment management we offer due diligence and background checks of asset managers, hedge funds and other investment related persons and entities.We also provide both investment advisor and asset manager searches and assist in locating the "right" advisor for independent investors.Need an objective "audit" of your existing advisor or managers? We do that too.

Financial Advisor

Schwallier Wealth Management LLC is a comprehensive financial services firm. We have been helping people to improve their long-term financial success. We offer customized programs that are designed to grow and protect wealth. It is our commitment to deliver an exceptional level of personalized service and expertise.

In my role as Director of Sales and Marketing, I drive the strategic vision for client engagement, brand growth, and business development. I lead with a collaborative and empowering approach, ensuring my team has the tools and support they need to excel. Through servant leadership, I cultivate a positive culture that encourages creativity, open communication, and innovation.I develop and execute comprehensive marketing strategies that align with our firm’s mission of guiding retirees on their wealth journey. Key initiatives I’ve implemented include:The LifePlan Roadmap – A client-focused tool that simplifies financial planning using navigation-inspired terms, helping clients visualize their path to retirement.First Fridays – Monthly client review days to strengthen relationships through regular, structured check-ins.Referral Program & Google Review Campaigns – Strategies to drive organic growth by fostering deeper client relationships and enhancing our visibility.My focus is on staying ahead of industry trends, designing campaigns that resonate with our clients, and building trust through consistent communication. Whether it’s through events, newsletters, or social media, I ensure every interaction reflects our firm’s core values.Ultimately, my goal is to empower both clients and our team by creating meaningful experiences and strategies that help retirees achieve their financial aspirations with confidence.

Based on my experience selling companies to Google, Oracle, Intel, Symantec, TPG, ARM, McAfee, Gemalto, Seiko Epson, ViaSat, Verifone, and others, I advise emerging technology companies on value creation and realization through strategically driven M&A. Thanks for visiting! -Chris Augur