Forbes Custom Marketplace shines a spotlight on several companies that offer invaluable services to individuals, businesses and organizations. From medical centers to IT and manufacturing companies, schools to financial services companies, Forbes Custom Marketplace has businesses and institutions to meet every personal and business need – not to mention conveniently organized by region.
Advisory Firm’s Service Model Stands in Sharp Contrast
Linden Thomas and Company is on a roll. Over the past 12 months, the Charlotte-based investment advisory firm has added over $100 million in assets under management—a significant jump from its previous total of $800 million. As more and more discerning clients flock to the firm, its national rankings continue to accrue. For the past five years, Barron’s has ranked the firm among America’s Top 1,000 Financial Advisors; last year, Linden Thomas and Company was named a NABCAP Premier Advisor by the Charlotte Business Journal.
These developments suggest Linden Thomas and Company—a team of 18 industry veterans pooling over 200 years of investment and financial planning experience—might be onto something unique. “Without a doubt,” says Managing Principal Stephen Thomas. “The firm’s departure from the traditional retail broker model is a key driver of its success.” …Read More
A Modern Approach With MPACT
Working with a financial professional has looked just about the same for the last 20 years. Clients were asked about their goals and objectives, they took a risk tolerance questionnaire, and finally were invested according to a pie chart of various asset classes that were supposed to deliver diversification to reduce risk and provide opportunity for growth. Most likely the end result through the financial crisis of 2008 produced minimal if any growth in portfolios, and investors are now left with an uneasy feeling about the approach they should take moving forward. Surely there is a better way to invest. …Read More
A Comprehensive Approach to Retirement Security
Steven Orr hates to lose. Whether skiing, golfing, hunting or yachting, the Texas financial advisor believes in working harder than anyone else to get ahead. As president of Orr Financial Group, he applies that same competitive spirit to helping clients preserve and grow their wealth, regardless of market conditions, by offering more ways to grow and preserve wealth at any given time.
“The biggest thing we do is diversify risk,” he says. “The world is too focused on stocks and bonds. The problem is bonds lose value if interest rates rise and we find ourselves in the lowest interest rate environment in history, and the stock market goes up and down for no fundamental reason. It’s hard to manage that kind of risk without expanding our choices to the private and alternative areas.” …Read More
Financial Network Limited Fosters a Culture of Trust
Family Owned and Operated for Nearly 30 Years
For many investors today, the biggest challenge is to know who they can trust to help them make smart financial decisions and to manage their money with integrity. For a growing number of individuals and business owners throughout Connecticut, the answer is Financial Network Limited (FNL). FNL provides personalized investment strategies for individuals and families, as well as a full range of employee benefit programs for businesses, with an emphasis on the design and management of employer-sponsored retirement plans. …Read More
More Than Money: A Holistic Approach
Deborah Stavis, CFP®, CEO, and Eddie Cohen, CFP®, CIO, launched their firm in 2009 in the midst of one of the worst financial meltdowns in U.S. history, not an obvious time to be starting a financial services firm. Given the important lessons of the “Lost Decade,” they knew that building and sustaining wealth would require an unconventional approach.
With more than 60 years of combined experience, Eddie and Deborah offer wealth management and financial planning services in a boutique setting. Many of their clients are current or former officers and executives of some of the world’s largest energy companies. …Read More
Separately, They Were Formidable. Together, They Are Unbeatable.
Merger of Two New England Financial Firms Creates Powerhouse Financial Services Firm Under Creative Financial Group of New Jersey Name
It’s finally official. The wait is over. After months of talking, planning, strategizing and negotiating, Creative Financial Group of New Jersey (CFGNJ) and New England Financial Group of North Jersey are one.
The merger of the two New England Financial Firms marries the strengths and resources of two of New Jersey’s most respected financial services practices under the Creative Financial Group of New Jersey name. With offices in Fort Lee, Fairfield, Wall Township, Princeton and Barnegat, the expanded CFGNJ is one of the largest and most diverse financial services firms in New Jersey, serving clients throughout the Garden State. In addition to its many individual and family clients, CFGNJ serves the needs of small- to midsize-business owners, who value the firm’s strong local expertise and commitment to face-to-face interaction. …Read More
Where Investors and Advisors Turn to Improve Their Prospects
Financial professionals come in all shapes and sizes—from seasoned veterans, thought leaders and innovators to successful entrepreneurs, superior performers and client favorites.
Then there are the rare few who embody them all.
Gary Curry, who founded ORBA Financial Management in 1982 and Redtail Technology, Inc. in 2003, has spent nearly 50 years distinguishing himself as an award-winning financial advisor, business owner and consultant, and life insurance guru. Beginning in 1978, Curry built top-performing regions for insurance giants before co-founding and taking public an agent-owned life insurance company and later joining Transamerica Financial Advisors, Inc. Curry’s branch office remained number one for 15 consecutive years, amassing $1.7 billion under management, $2.3 billion in variable universal life insurance protection, and another $1.5 billion of variable annuities premiums. …Read More
A Generation of Experience to Invest in Your Family
Spend five minutes with Brendan Toomey, and you’ll feel like you’ve known him for years.
“People often tell me I’m very easy to talk to, and I try to be a good listener,” says the president and CEO of Toomey Investment Management, Inc., an independent wealth management and financial planning firm in Wallingford, Conn.
But behind Toomey’s easygoing manner is an astute financial mind. Not only is he a Certified Financial Planner™ professional with more than two decades of investment experience, he’s a seasoned tax professional, respected financial author and captivating seminar speaker. …Read More
Successful Families Need Sophisticated Advocacy
BY EMILY SHELTON
Celebrating the tenth anniversary of the founding of Houston-based Tanglewood Legacy Advisors, President Andrew T. Gardener, CFP® reflects on a transformation of his industry – a transformation he has modeled his firm after. One of the thought leaders in the area of serving successful business owners, corporate executives and family stewards, Gardener is known for setting new standards that are measured by effective financial and family advocacy rather than focused on sales quotas or beating the indices. “My vision was to build a firm with the kind of concierge service that I myself would expect as a client,” he says. …Read More
Specializing in Retirement Income Strategies
Marty Higgins likes to tell clients that over 80 percent of Mount Everest deaths happen on the descent. What does this have to do with retirement income planning, the focus of his wealth management practice? A lot, actually.
Like climbing the mountain, accumulating assets can be comparatively easy, says Higgins, CEO of Family Wealth Management, in Marlton, N.J. “In many cases, volatile markets can actually help you during this stage because of dollar cost averaging; a key point not to be missed is that although dollar cost averaging does not ensure a profit or protect against loss in a declining market, when prices go down you’re able to buy more shares.” Where many people get into trouble is when they have to live off the assets they’ve amassed over the years, a time he calls “Distribution Land.” …Read More