CHB Investment Group LLC

CDM Software Solutions, Inc.

Helping Engineer Financial Success for Oil Industry Professionals

Working 15 years for a company and serving its employees as a financial advisor for another two decades provide a personalized perspective on how to help the organization’s people. That’s the type of valuable insight Christopher Brashier, Managing Director of CHB Investment Group, LLC, offers Exxon Mobil employees and retirees.

 

“We have been advising Exxon Mobil employees for 20 years, and over half of our client base is Exxon Mobil employees,” says Brashier, who was a researcher and executive at Mobil for 15 years prior to becoming a financial advisor. “We know its various benefits, compensation and retirement plans inside and out. That in-depth knowledge positions us to advise our clients on how best to take advantage of these plans.”

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Team Freiman at Morgan Stanley

Intergenerational Team Ensures Clients
Will Never Outlive Their Financial Advice

From the moment you enter its offices, you realize that Team Freiman could field its own football team. There are currently seven financial advisors who span several generations. Advisors in their 50s, 60s and 70s offer deep experience and wide-ranging perspective. Those in their 20s, 30s and 40s provide fresh ideas and youthful energy. Then, there are four client service representatives and an investment analyst who take great pride in delivering assurance that all paperwork, phone calls, emergencies and ordinary tasks get addressed promptly and thoroughly.

Tripp Financial Consultants, Inc.

CDM Software Solutions, Inc.

Financial Planning: Telling Client Families,
‘Let Us Worry for You’ 

Tricia Tripp, CFP®, CPA’s practice takes the long view in financial planning, helping her clients today, their children for tomorrow, and the community into the distant future.

Tripp is president of a family business: Tripp Financial Consultants, Inc. Her father founded the company in 1983 and now serves as a consultant, and her mother and sister handle key roles in the company. This family orientation is foundational in understanding the needs of their clients, many of whom also own small businesses.

UBS Meridian Wealth Management

CDM Software Solutions, Inc.

Valuing Client Relationships Above All

Sometimes, the values we hold make the status quo intolerable.

That’s what happened in 2012 to longtime portfolio managers Michael B. Kemp and N. Edward Link, Jr. Having been in the investment arena for decades (Link, 27 years; Kemp, 21 years) and in business together since 2002, the two were deeply committed to serving clients’ interests. But their former firm underwent a drastic change in culture and policy. Afterward, the firm’s values—which seemed centered on its own interests—were no longer compatible with theirs.

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Mainsail Wealth Advisors LLC

CDM Software Solutions, Inc.

Making a Positive Impact on Lives
One Question at a Time

Not many wealth advisors are asked by their clients which health insurance plan might work best for their family or whether they should buy or lease an automobile. But the team at Mainsail Wealth Advisors gets questions like that all the time. “It’s humbling to be asked those types of questions,” says Scott Haley, managing partner and branch manager, “but it’s a pleasure to be so engaged in our clients’ lives that they rely on us to help them make those decisions.”

Momentum Solutionz

CDM Software Solutions, Inc.

Made-to-Measure Service and Professionalism in IT

In the usual IT consultant experience, a client calls for help, a provider says, “Sure, we can do that,” and maybe immediate problems get fixed.

Momentum Solutionz is not the usual IT consultant experience. Clients in a wide range of business categories turn here for consultation, only to realize what they’ve actually found is partnership.

Lorne Kaufman and Jeff Servidio are 20-plus-year software support veterans, each having worked for industry giants. They met while bringing their separate talents to a project and saw a synergy that suggested an advantage in working together, so they formed Momentum Solutionz. The company remedies symptoms by curing the problems that cause them.

CSG Capital Partners of Janney Montgomery Scott LLC

 

Guiding Investors To and Through a Successful Retirement

Ensuring a secure retirement was easier for previous generations. Many were able to do it on their own, without the guidance of a professional. Invest in a CD, a bond fund and other low-risk products, sit back and enjoy the ride – month after month, year after year.

Today’s historically low interest rates have raised a new set of questions for those facing retirement. Will my retirement income retain its purchasing power? Will it be sufficient to cover any emergencies? And most important, will my retirement plan last my lifetime? The answers to these questions require creativity, flexibility and a systematic, analytical process – and the guidance of seasoned financial professionals like those at CSG Capital Partners of Janney Montgomery Scott LLC. …Read More

Hilt Financial Group LLC

A Guaranteed Retirement Income for Life

Everybody knows the longer you wait to take Social Security, the larger your monthly benefit check will be. Waiting until your full retirement age (66 for those retiring today) will significantly increase the amount that is deposited into your checking account each month. Holding off until age 70 will increase it even more – by 8 percent a year – once you have reached full retirement age.

But few people realize there are many other ways to increase their Social Security benefits, including the File and Suspend and Restricted Application strategies, says Dwayne Hiltner, president of Hilt Financial Group LLC. The Baltimore-based financial services firm specializes in 401(k), 403(b), TSP, IRA and CD rollovers and in creating guaranteed lifetime retirement incomes, with particular expertise in maximizing Social Security benefits. …Read More

DKW Communications, Inc.

 

Keeping the Nation’s Technological Infrastructure Running Smoothly

Today’s world runs on information, which moves via systems, infrastructure and applications, often involving a high level of sensitivity and security.

That’s true in government and it’s true in business. Its importance is why so many decision makers in federal departments from defense to intelligence to space exploration to diplomacy, along with state and local governments, civilian agencies and commercial industries, trust DKW Communications for their information technology needs. …Read More

ForestCity

 

Returning D.C.’s Waterfront
to the People
The Yards

While this baseball season had the Washington Nationals often “going yard” in hitting home runs, just over their home ballpark’s right-field wall is where The Yards truly begins. Washington, D.C.’s premier urban mixed-use waterfront development project, The Yards, is now hitting its stride. This 42-acre waterfront site, formerly part of the historic Washington Navy Yard, is being reborn through the efforts of Forest City, a $10.6 billion residential and commercial real estate owner, developer and manager that won the rights to redevelop the site in 2004. …Read More