Quadrant Private Wealth is an independent, boutique wealth management firm, owned by its partners and built especially for our clients. Quadrant offers a complete spectrum of investment strategies geared towards preserving and growing wealth. We strive to protect our clients from what can go wrong by focusing on managing risk. Our private wealth advisors consider a broad range of investments that include traditional and non-traditional asset classes. We’ll evaluate your individual circumstances, risk tolerance, goals, and future aspirations to create a sophisticated investment plan that fits your needs. Quadrant’s private wealth advisors will help you determine the best solutions with regard to estate planning, wealth transfer, and business succession planning. Our open platform gives us the agility to select mutual funds, ETFs, separately managed accounts, individual tax-exempt municipal bonds, options strategies, structured notes, insurance strategies, and alternative investments including hedge funds and private equity. Our criteria when selecting an investment is performance against peer groups, tax-efficiency, returns, and fit within the overall portfolio. Every investment in your portfolio has a methodic purpose for being there. We believe that all wealth management advice should be acutely centered on the independent needs of each client and their long-term goals. Our practice works to deliver innovative wealth strategies that manage risk and help you to achieve your objectives. We live by the principles of quality, integrity and credibility and are committed to being candid toward everyone we work with, always putting the client’s needs above all else. We spend a great deal of time and energy to make sure you understand how much—or how little—risk you need to take to accomplish your goals. We want you to understand what we are doing and why we are doing it.

Our mission is to empower our clients to succeed in the financial aspects of their lives. We strive to accomplish this through thoughtful, comprehensive, pragmatic financial counsel, personalized investment planning, risk management strategies and cutting-edge product solutions. Our philosophy recognizes the uniqueness of each client, and understands that solutions will be different for each family or business situation.We also believe that our clients are most assured when they are actively engaged in the planning and ongoing monitoring processes. Much like any other business owner, CEO or household, you are responsible for the direction, we will create the plan of action and help see that it is carried out. Our Foundation Integrity Your interest and well-being are what drive our decisions. Your goals are the priority. Values We maintain the highest standards of duty, honesty, trust, and honor. Commitment We affirm our Fiduciary duty to you and hold true to your financial goals. Securities offered through Private Client Services, LLC (PCS), member FINRA(www.finra.org)/SIPC(www.sipc.org). Investment advisory services offered through IVC Wealth Advisors LLC. IVC Wealth Advisors LLC and PCS are not affiliated. This profile is published for residents of the United States only. Registered Representatives of Private Client Services, LLC (PCS) and Investment Advisor Representatives of IVC Wealth Advisors LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact IVC Wealth Advisors LLC at 215-392-6631.

“Making the Complex Simple” is our ultimate goal, the philosophy that defines us. Bringing clarity and vision to all of the financial decisions in your life is simply what we do. We strive to provide great advice along a range of financial services - not limited to investments - to help you find the straightest line to achieving your goals. Whether you’re focused on retiring on your own terms, or leaving something behind for the next generation, we can help. We are here to help manage your entire financial life. Our sound, straightforward, easy to understand recommendations are designed just for you. Just as a boat navigates though rough waters, we will strive to be there to throw you a life saver when you need it – giving you financial confidence. So whatever phase of life you are in – whatever complexities you may face – our experienced professionals are equipped to guide you through. ______________________________________________________________________ Evans Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Managed northwestern division of national pension fund advisory company specializing in investments in residential development projects. Managed an investment portfolio of $2.9 billion in 27 projects. Grew the division 23% in 12 months. Settled a $35 million class action lawsuit in Oakland, CA.

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

KMJ FINANCIAL GROUP, L.L.C. is a financial services company based out of 881 THIRD STREET, SUITE B-4, WHITEHALL, Pennsylvania, United States. Securities and advisory services are offered through Commonwealth Financial Network®, https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. KMJ Financial Group, LLC 881 3rd Street Suite B-4 Whitehall, PA 18052 610-443-2243. The Financial Advisors associated with this website may discuss and/or transact business only with residents in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Great Oak Wealth Management is a fee-Only, fiduciary, financial planning, and investment management firm. Located in Pottstown and Malvern, Pa, and virtually world-wide. Led by Certified Financial Planner™, Professionals, we work with individuals, families, and business owners who desire to grow and protect their wealth through customized financial plans and investment portfolios.

Designed Retirement Plans for Small to Mid-Size companies along with Health Benefit Plans. Provided Personal Financial Planning. Developed Succession Plans for Business Owners. Provided Business Owners with Payroll and Technical Consulting Services.

Our goal is to help you be the best version of yourself by leading you to a better place. There’s no cookie cutter advice – you will lead a totally and completely unique life which requires a totally and completely unique financial plan. That’s why we keep our business small and intimate, so that it can be personalized, and we can fulfill our promises to do our BEST to: Bring accountability to get the little, yet important things done within your plan. Personalization – our team is dedicated to getting to know you as a person. Your goals and concerns will be at the center of our planning process. Education – learning is a lifelong process. We commit to educating ourselves and in turn, educating you. Simplicity – we strive to make more time for the things that bring you joy and to help you live a better and more fulfilled life. Teamwork – money causes stress for most people and we’re here to help you with your concerns by supporting you through the tough times and celebrating the good, while hopefully having a little fun along the way. Over the course of a relationship with us, we can all but promise that things won’t go to plan and much of that may be out of your control. But that’s why we are here; to listen, to assess, to reconsider and redirect you back onto your path to be the best possible version of yourself. Our values are the foundation to this practice, and they are pretty simple to follow: Faith > Family > Finances Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

At the heart of what we do is advising you on how to manage, direct, and coordinate all the different facets of your financial life. We offer guidance and advice that is rooted in your particular circumstances, and there are very few limits on what we can do in the course of helping you manage your wealth. While most people commonly think of investments when they think of financial planning, we view successful investing as only one piece of the puzzle. In reality, all the different areas of your finances, in some way, shape, or form, are related to one another. Which is why you will often find us helping you evaluate your insurance policies, coordinating your wills and estate plan, plotting out a multi-year strategic tax plan, modeling scenarios for retirement and funding college educations, and assisting you when it comes time to buy a new home, all in addition to managing your investments. We are a Fee-Only, independent financial planning firm, which means we are free of the conflicts of interest that you'd find with many Wall Street firms. We are ethically and legally committed to putting our client's best interests first, and we wouldn't have it any other way.