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Showing 1 - 12 of 179 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
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.
GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT, INC.
Harrisonburg, Virginia
1-24 employees
Graves Light Lenhart Private Wealth Management provides experienced wealth management and investment strategies for clients in Virginia and beyond. We use data-driven systems to create custom portfolios for a comprehensive approach to managing your wealth.
Retirement Benefits Rank
Top Benefits
EDGEMOOR INVESTMENT ADVISORS, INC.
EDGEMOOR INVESTMENT ADVISORS, INC.
Bethesda, Maryland
1-24 employees
Edgemoor Investment Advisors, Inc. is a wealth management firm providing investment management services to individuals, retirement plans, trusts, non-profit organizations, and foundations. The firm focuses on long-term capital appreciation, preservation of capital, and income through disciplined management of value-oriented equity and income-generating portfolios. Edgemoor Investment Advisors, Inc. is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Edgemoor, including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.
Retirement Benefits Rank
Top Benefits
COUNCIL OF INSTITUTIONAL INVESTORS DEFINED BENEFIT PLAN
COUNCIL OF INSTITUTIONAL INVESTORS DEFINED BENEFIT PLAN
Washington, District of Columbia
1-24 employees
We're the Voice of Corporate Governance. The Council of Institutional Investors (CII) is a nonprofit, nonpartisan association of corporate, public and union employee benefit funds and endowments with a focused policy mission: to be the leading voice for effective corporate governance practices for U.S. companies and strong shareowner rights and protections. CII has more than 120 General Members with combined assets that exceed $3 trillion. In addition, our Associate Members include more than 50 asset management firms that manage assets in excess of $20 trillion. CII is a diverse community of professionals who come together to learn, share perspectives and advocate. CII educates members about best corporate governance practices and provides opportunities for members to interact with peers, policymakers and investment executives. CII enjoys a reputation for honesty, leadership, thoughtful analysis and creative consensus-building. Investors, lawmakers, regulators, corporate officials and leaders of other public interest groups look to CII for expertise and ideas.
Retirement Benefits Rank
Market Leading
WELLINGTON RETIREMENT SOLUTIONS, INC.
WELLINGTON RETIREMENT SOLUTIONS, INC.
Chantilly, Virginia
1-24 employees
Pension plan design, administration, tax preparation, retirement planning, ERISA compliance. Focusing on 401(k) Plans with Safe Harbor, Cross-Testing, New Comparability, and other specialized 401(k) Plan provisions.
Retirement Benefits Rank
Below Market
FELTON GROUP, LLC
FELTON GROUP, LLC
Charlottesville, Virginia
25-49 employees
Felton Group LLC was formed in 2008 and is focused on providing our clients with superior private investigation and consulting services. Our company is managed by an experienced retired law enforcement professional with over 38 years of experience in law enforcement, security, and investigations. We maintain a highly respectable reputation in the industry. We have a history of professional relationships with all segments of the legal community. Our core belief is that nothing can replace experience, preparation and dogged determination in conducting investigations. Our office is located in Goshen, NY and we provide our investigative services throughout the Hudson River Valley of New York State and surrounding areas.
Retirement Benefits Rank
Top Benefits
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COBRO VENTURES, INC
COBRO VENTURES, INC
Towson, Maryland
1-24 employees
We are a private investment firm focused on software and biotech. Our team has a 20 year track record of building successful businesses as founders, operators, and investors with both private and public exits. We provide resources, venture capital, and expertise to create significant value during critical phases of innovation.
Retirement Benefits Rank
Top Benefits
BROYHILL INVESTMENTS, INC.
BROYHILL INVESTMENTS, INC.
Lenoir, North Carolina
1-24 employees
A boutique asset manager, initially established as family office and guided by a disciplined, value orientation.
Retirement Benefits Rank
Market Leading
TOTH FINANCIAL ADVISORY CORPORATION
TOTH FINANCIAL ADVISORY CORPORATION
Leesburg, Virginia
1-24 employees
Toth Financial professionals have delivered world-class financial and investment advice for over 32 years to our client base of high net-worth individuals. With over 100 years of combined expertise developing and managing assets, the investment professionals at Toth Financial take pride in developing highly customized portfolios that take into consideration risk tolerance, market conditions, retirement goals, and much more. Toth Financial clients place their trust and confidence in us. As a result, we are relentless in earning and retaining that trust. We are proud of our long-term client relationships.
Retirement Benefits Rank
Top Benefits
AEGIS WEALTH MANAGEMENT LLC
AEGIS WEALTH MANAGEMENT LLC
Bethesda, Maryland
1-24 employees
Wealth management is a highly personal process and at Aegis Wealth we offer a tailored, holistic approach. A fee-only, independent firm, Aegis Wealth provides a fiduciary level of service from a multi-disciplinary team of wealth advisors few can match. Our perspective is long-term, often multi-generational and focused on aligning clients' financial decisions with their broader life goals. We coordinate all aspects of our clients' financial lives into an integrated plan that includes portfolio construction, income and estate tax planning as well as charitable planning. Our long-standing client relationships are built on trust and nourished by ongoing communication and hands-on guidance.
Retirement Benefits Rank
Market Competitive
CHASE BENEFIT ADVISORS
CHASE BENEFIT ADVISORS
Glen Allen, Virginia
1-24 employees
Chase Dominion Advisors is your trusted retirement plan partner. Our mission is to help more people pursue retirement on their terms by helping them save and invest wisely through proper plan design and carefully crafted employee communications. Clarke Chase founded Chase Dominion Advisors in 1985 with the belief that every American worker should have the opportunity to retire on their terms. For more than 25 years, Clarke and his team of professionals have been helping plan sponsors implement retirement plans designed to help increase employees’ “retirement readiness.” When seeking the most appropriate retirement plan for your company and your employees, it’s critical to incorporate the guidance of those who are dedicated to providing impartial advice and innovative strategies. At Chase Dominion Advisors, we help you and your workforce pursue your respective financial goals, and we welcome the opportunity to serve your needs. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC www.sipc.org 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. For a list of states in which we are registered to do business, please visit www.chasedominion.com
Retirement Benefits Rank
Top Benefits
MASON & ASSOCIATES, LLC
MASON & ASSOCIATES, LLC
Newport News, Virginia
1-24 employees
Mason & Associates is an independent, fee-only financial planning firm located in Newport News, Virginia. We provide ongoing comprehensive financial planning and tax planning advice to clients locally and throughout the United States. Our financial advisors specialize in providing financial planning advice to federal employees who are covered by the Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS). The financial planning team helps federal employees maximize federal benefits and provides guidance in all areas of financial planning such as retirement planning, tax planning, and estate planning. Not a federal employee? No problem! We serve a variety of clients who have no ties to the federal government other than the taxes they pay. Our financial planning process and client experience allows us to serve families who are already retired or actively working. John Mason, CFP®, Michael Mason, CFP®, and Tommy Blackburn, CFP®, CPA host the Federal Employee Financial Planning Podcast. The episodes discuss a wide range of federal benefits, tax and financial planning strategies, and at times features guests from other areas of the financial industry. Investment advisory services offered through Mason & Associates.
Retirement Benefits Rank
Top Benefits