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Showing 1 - 12 of 30 results
CAPITAL PARTNERS MANAGEMENT, LLC
CAPITAL PARTNERS MANAGEMENT, LLC
Austin, Texas
50-99 employees
Capital Area Management is a renewables & environment company based out of 4901 Spicewood Springs Rd, Austin, Texas, United States.
Retirement Benefits Rank
Market Leading
B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT
B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT
Austin, Texas
1-24 employees
Alpha Capital Management, an Austin, Texas based independent asset management firm, provides comprehensive wealth building services to individuals, families, endowments and trusts. We understand the desire to grow, preserve, and transfer wealth in a manner consistent with one’s values and unique life goals. Our guiding principles are: commitment, independence, and discipline. Our fiduciary commitment guides our actions in the best interest of our clients. We educate and steward our clients with their investment needs and goals. We understand success is defined as a partnership with our clients in achieving their investment goals. Since 2002, our experience in the financial markets combined with a rigorous education, provide pivotal tools in our investment discipline. We believe great organizations are built by employing and partnering with the best and brightest people. Our fundamental methodologies of independent research allow us to seek investment opportunities suitable to the diverse goals of our clients. Disciplined investing includes diversification, objective value, risk management and strategic planning. Our goal is to structure investment strategies with a high probability for success while attempting to mitigate downside risk. We are disciplined and dedicated stewards in the preservation and growth of our clients’ wealth.
Retirement Benefits Rank
Market Competitive
THE MICHAEL KENTOR COMPANY DBA KENTOR
THE MICHAEL KENTOR COMPANY DBA KENTOR
Austin, Texas
1-24 employees
The more money you have, the more people there are who want to tell you what to do with it. Choosing the right financial advisor from among the teeming hordes eager for your business can be a daunting task. So why should you consider Kentor? What makes us different from everybody else? Panoramic Financial Vision. Our approach is comprehensive, encompassing all the factors that affect your financial well-being, from investments to estate planning to insurance. We don’t do everything for every client – our level of involvement is entirely up to you – the point is, we can. Our expertise goes far beyond that of your typical investment consultant or portfolio manager. We’re financial strategists. We devise (and constantly refine) strategies for meeting your goals. We pull in the finest talent and resources from every sector of the financial world in order to give you every possible advantage. If we don’t have what you need, we go find it. If we can’t find it, we create it – whatever it takes to maximize your financial potential. Who is a typical Kentor client? Someone with considerable financial expertise, or very little; someone whose main priority is preserving capital, or making it grow; someone who likes to be very involved in managing his or her assets, or relatively uninvolved. There is no typical Kentor client. Consequently, there is no typical Kentor financial strategy. Securities offered through Lion Street Financial, LLC, member FINRA & SIPC. Investment Advisory Services offered through Kentor and Lion Street Advisors, LLC. Lion Street Financial and Lion Street Advisors are not affiliated with Kentor.
Retirement Benefits Rank
Market Laggard
MERIDIAN WEALTH ADVISORS, LLC
MERIDIAN WEALTH ADVISORS, LLC
Austin, Texas
1-24 employees
Meridian Wealth Advisors is an independent Registered Investment Advisor with more than 100 years of combined experience in offering customized wealth advisory and planning services to high net worth families and individuals. We serve as a trusted advisor and essential partner to high net worth clients, coordinating investment management, tax planning and estate planning in an effort to cohesively deliver a comprehensive and customized wealth plan and an extraordinary client experience. As an independent firm, we are purposely driven to provide objective advice that is solely in the best interests of our clients. We serve in a fiduciary role and are compensated on a fee-only basis, all in an effort to mitigate any potential conflicts of interest. It’s precisely what high net worth deserves.
Retirement Benefits Rank
Top Benefits
THE MAM GROUP, LLC
THE MAM GROUP, LLC
Austin, Texas
1-24 employees
Comprehensive wealth management and financial planning. -- Advisory Services offered through Waterloo Capital, L.P. d/b/a AMG Wealth Advisors, an SEC Registered Investment Advisor
Retirement Benefits Rank
Market Competitive
PRS GROUP, LLC
PRS GROUP, LLC
Austin, Texas
1-24 employees
RISSI Group LLC is a company based out of 815 BRAZOS, Austin, Texas, United States.
Retirement Benefits Rank
Market Competitive
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OAKWELL PRIVATE WEALTH MANAGEMENT, LLC
OAKWELL PRIVATE WEALTH MANAGEMENT, LLC
Austin, Texas
1-24 employees
At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management. We evaluate each Private Wealth client’s liquidity, investments, retirement, tax, estate, and risk management situation. By using Oakwell’s Four Cornerstone Process, we will determine what really matters to you and develop a plan to attain your goals.
Retirement Benefits Rank
Market Leading
SEEDSAFE FINANCIAL LLC
SEEDSAFE FINANCIAL LLC
Austin, Texas
1-24 employees
Promoted to Associate Advisor after passing the CFPⓇ Exam in March 2023.
Retirement Benefits Rank
Top Benefits
AUSTIN BUSINESS FINANCE DBA BACKD
AUSTIN BUSINESS FINANCE DBA BACKD
Austin, Texas
25-49 employees
Business Finance Solutions assists small (less than $5 million annual revenue) and mid-sized companies ($5 million to $50 million) with secure debt, equity from private equity funds, subordinated debt, real estate loans, equipment loans, working capital loans, factoring arrangements, and asset-based loans. We have decades of finance, banking and strategic management experience. Industries we finance: Oil & Gas industry service companies Industrial Fabricators Manufacturing Wholesale distribution Import/export financing Real estate development Import/export financing to Central and South America Frozen seafood inventory and equipment financing for U.S. based importers and exporters of frozen seafood and fish
Retirement Benefits Rank
Below Market
WEALTH STRATEGIES, INC.
WEALTH STRATEGIES, INC.
Buda, Texas
1-24 employees
Wealth Strategies, Inc. consists of experienced professionals with a "hands on" approach to financial guidance. They believe their clients find their team members knowledgeable, and they discover that their staff truly cares about helping clients pursue their goals. Focusing on executive compensation analysis, retirement plan design, business succession planning, risk management, estate planning and tax strategies, the staff at Wealth Strategies, Inc. design a unique plan incorporating clients risk tolerance, goals, objectives, and time constraints.Certified Financial Planner® Practitioner and Registered Principal with Triad Advisors and is the President and Senior Advisor of Wealth Strategies, Inc.
Retirement Benefits Rank
Below Market
OPTAS, LLC
OPTAS, LLC
Austin, Texas
1-24 employees
Today's modern applications and Services are complex to manage. Traditional tools have limited capabilities allowing you to manage the infrastructure a server as oppose to the Service. Apscout, SaaS-Based Service Discovery & Dependency Mapping, provides Service owners a new and easy-to-use automated way to discover, map, and manage Services hosted on physical, virtual, private or public Clouds. With Apscout, you can discover your Services and infrastructure in minutes; map the dependencies and view how components communicate with each other; tracking configuration changes that might have an impact on your Service and users; and collect realtime performance metrics that can be used to troubleshoot issues or intelligently plan a Service-centric migration.
Retirement Benefits Rank
Market Leading
ALLFLUENT WEALTH MANAGEMENT, LLC
ALLFLUENT WEALTH MANAGEMENT, LLC
Austin, Texas
1-24 employees
We're here to help you pursue your overall financial goals and guide you through the complexities of planning for your future. Using our client-centered approach, we seek to help you design a framework that will evolve with you over the years. We are specialists in providing individuals and their families with a structured and customized financial plan. Our years of expertise—combined with a highly personalized level of service—allow us to design unique strategies that can help you: • Define your goals • Maximize your savings • Manage your assets • Track and monitor your plan At Allfluent Wealth Management, this is our specialty. Let us focus on your financial planning—so you can spend your time doing what you enjoy, both now and in the future. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, MI, MN, MO, MT, NC, NE, NH, NV, NY, OH, OK, OR, PA, SC, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org / www.sipc.org, a Registered Investment Adviser. Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html
Retirement Benefits Rank
Market Laggard