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Showing 1 - 2 of 2 results
FINANCIAL ADVISORY CORPORATION
FINANCIAL ADVISORY CORPORATION
Grand Rapids, Michigan
1-24 employees
Financial Advisory Corporation (FAC) is among the oldest and largest independent registered investment advisor (RIA) firms in West Michigan. We offer wisdom, caring advice, and counsel with the space and time for exceptional service. Established in 1988, FAC has served individuals and institutions with comprehensive investment and financial planning services delivered by committed experts. All of our advisors are Certified Financial Planners (CFP®) or Chartered Financial Analysts (CFA) and bring a team approach as well as a wealth of expertise to everything we do. We enjoy taking the worry and stress out of financial matters and partnering with you for financial success. We utilize our experience to deliver advice and counsel that is comprehensive, thoughtful and uniquely meets your needs and financial goals. In our 25 years of serving clients we have developed our own systems and tools that guide our process and assist you in gaining financial peace of mind.
Retirement Benefits Rank
Market Competitive
LIFEWORKS ADVISORS LLC
LIFEWORKS ADVISORS LLC
Grand Rapids, Michigan
25-49 employees
Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today. We are backed by one of the wealth management industry’s most successful and well-known executives, Marty Bicknell, and his team of industry leaders. Our team sits at the intersection of one of the oldest and most outdated industries (Wealth Management) and the future of financial technology (FinTech). We are pushing the boundaries of wealth management, disrupting outdated business models, and delivering personalized solutions to advisory practices and individual clients through our software platform. We are building a digital ecosystem on a common data model that connects a seamless and intuitive client experience across all segments of the wealth management process with the back office operations of clearing, custody, compliance, and account management. Our software leverages machine learning, natural language processing, and native cloud technology to solve many of the biggest challenges advisors and clients face today in the wealth management space. We are delivering The Future of Advice®, today. Lifeworks Advisors, LLC (“Lifeworks Advisors”) is a Registered Investment Advisor (“RIA”).
Retirement Benefits Rank
Market Laggard