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Juniper Advisory is a specialized investment bank based in Chicago that focusses exclusively on non-profit hospital mergers and acquisitions.
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
The Maryland Venture Fund is an early-stage, evergreen venture capital fund dedicated to funding and growing the next generation of outstanding businesses in Maryland. They are an experienced team with significant venture and operating experience whose focus is on making entrepreneurs successful. With slightly more than $100M in assets under management, they partner with exceptional entrepreneurs and help them build valuable companies that last.
Lumira Capital Corporation is a Toronto, ON-based company in the Financial Services sector.
Patriarch Partners is a New York, NY-based company in the Financial Services sector.