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Showing 1 - 9 of 9 results
THIRD SECURITY, LLC
THIRD SECURITY, LLC
Radford, Virginia
100-499 employees
Third Security, LLC ("Third Security") is a venture capital firm characterized by an expanding global perspective and a distinctively patient approach. On behalf of our Affiliated Investment Funds, Third Security evaluates opportunities in a wide range of industries, but principally focuses on emerging through late-stage investments in life-sciences and communications technology. We strive to unlock value through active management of selective investments in companies that we consider to be strategically positioned to lead their respective fields.
Retirement Benefits Rank
Market Competitive
KATE B. REYNOLDS CHARITABLE TRUST
KATE B. REYNOLDS CHARITABLE TRUST
Winston Salem, North Carolina
1-24 employees
We work to improve the health and quality of life of residents in Forsyth County and around the state. Kate Bitting Reynolds established the Kate B. Reynolds Charitable Trust in 1947 to improve the quality of life and health of residents throughout North Carolina. During her lifetime, she worked to ensure everyone—regardless of race, gender, or income—had access to health care, quality education, and economic opportunity. Few women of her day were as outspoken about the issues facing residents with low incomes. Today, the issues Mrs. Reynolds cared about remain urgent and interconnected. We are excited to announce our our new strategy to support outcomes over specific issues. We are committed to supporting promising and proven programs that can be scaled up, and to promoting equity—to ensure success for people too often left behind.
Retirement Benefits Rank
Top Benefits
VERGER CAPITAL MANAGEMENT LLC
VERGER CAPITAL MANAGEMENT LLC
Winston-Salem, North Carolina
1-24 employees
Verger Capital Management (Verger) is an SEC registered investment adviser providing Outsourced Chief Investment Officer (OCIO) services to a select group of non-profit institutions. Verger’s mission is to invest in the lives of others, which has led the firm to exclusively serve clients focused on improving lives and providing opportunity. The Verger team’s unique non-profit heritage offers a deep understanding of this segment’s needs, as well as the ability to benefit from the scale and purchasing power of approximately $2.5 billion in assets under management.
Retirement Benefits Rank
Market Leading
WEALTH MANAGEMENT GROUP, INC.
WEALTH MANAGEMENT GROUP, INC.
Winston-Salem, North Carolina
1-24 employees
We understand financial planning and investment strategies can be complicated and demand a certain level of trust – that’s why we’re here. Our clients appreciate the professionalism, in-depth knowledge, experience, and integrity that our team offers. Wealth Management Group, Inc. (WMG) is an independently owned financial services firm specializing in investment management and financial planning. For over 30 years, WMG has provided clients with unbiased advice to help both individuals and small businesses build their financial futures.
Retirement Benefits Rank
Market Leading
NEW RIVER FINANCIAL GROUP LLC
NEW RIVER FINANCIAL GROUP LLC
Christiansburg, Virginia
1-24 employees
New River Valley Heart Clinic is a medical practice company based out of 2900 Lamb Cir # 230, Christiansburg, Virginia, United States.
Retirement Benefits Rank
Top Benefits
BEACON WEALTH CONSULTANTS, INC.
BEACON WEALTH CONSULTANTS, INC.
Roanoke, Virginia
1-24 employees
Founded in 1997, Beacon Wealth Consultants, Inc. is an employee owned fiduciary wealth management firm (Fee-only) designed to serve the unique planning and asset management needs of affluent Christian families, family-owned businesses, trusts and organizations. BWC is a leading provider of Biblically Responsible Investing (BRI) solutions. In addition to holding CFP, CFA, CIMA or CPA certifications, all of our wealth consultants have earned the Certified Kingdom Advisor designation - the gold standard for providing biblical financial counsel. BWC currently serves clients nationwide from offices in Roanoke, VA, Orlando, FL, State College, PA, and Hickory, NC. Our LightPoint Portfolios are available to independent financial advisors who are seeking a turn-key, asset allocated and risk adjusted portfolios for their clients. Financial Planning & Investment Advisory services offered through Beacon Wealth Consultants, Inc. Beacon Wealth Consultants is currently licensed to offer advice in: FL, IN, NJ, OH, PA, TX, VA and may need to secure additional licensing before working with clients located in another state.
Retirement Benefits Rank
Market Laggard
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NEW HORIZON FINANCIAL SERVICES, INC
NEW HORIZON FINANCIAL SERVICES, INC
Winston-Salem, North Carolina
1-24 employees
As an independent fiduciary advisory firm, we are focused on transparency and putting your best interests first while providing you with in-depth and comprehensive financial planning guidance. Advisory services are offered through Horizon Financial Services, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through New Horizon Financial Services, Inc., an affiliated company. Horizon Financial Services, LLC and New Horizon Financial Services, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency. **Please note, due to federal regulations, we are not allowed to display comments as they are considered to be published testimonials of our firm, which are strictly prohibited by the SEC.** Clicking the Like button or Sharing this post does not constitute a testimonial or endorsement of Horizon Financial Services, LLC or any Investment Advisor Representative as this is the only mechanism available to circulate our Facebook page. “Like” is not meant in the traditional sense.
Retirement Benefits Rank
Market Competitive
GUELICH CAPITAL MANAGEMENT, LLC
GUELICH CAPITAL MANAGEMENT, LLC
Roanoke, Virginia
1-24 employees
Guelich Financial Group is a financial services company based out of 4225 Colonial Ave # B, Roanoke, Virginia, United States.
Retirement Benefits Rank
Below Market
INTEGRITY FINANCIAL PLANNING I
INTEGRITY FINANCIAL PLANNING I
Roanoke, Virginia
1-24 employees
Integrity Financial Planning, Inc., an independent Registered Investment Advisor based in Roanoke, VA, helps clients protect their retirement assets and income. Our independence ensures a fiduciary duty to work in our clients’ best interests. As objective advisors, we select from a wide range of products and services that are appropriate for each client's situation. “Our philosophy is to get to know you first. Then, together we develop a plan to reach your goals. The plan drives the investment strategy and how we address your retirement needs. A premium is placed on the preservation of retirement assets and creating the income you need in retirement.” Our client-centered process is made of four distinct phases to help us uncover your unique goals and needs. In addition, we design and implement a plan to help you maintain your lifestyle and address your financial concerns.
Retirement Benefits Rank
Below Market