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Vestwell is a turnkey solution for financial advisers providing them with the ability to offer clients a retirement plan without taking on the risk and costs typically associated with creating one. We remove the friction points of confusion, cost and compliance overhead that come with traditional retirement plans. Vestwell`s digital platform allows for seamless plan design, automated on-boarding, and low-cost investment strategies, making it easier for employers to offer a retirement plan. Vestwell becomes an extension of the financial advisor`s services, acting in everyone`s best interest, while scaling through technology and allowing financial advisors to focus on clients. Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyone`s best interest, including financial advisors, companies and employees. Vestwell Advisors, LLC is a SEC registered investment advisor, a wholly owned subsidiary of Vestwell Holdings, Inc., specializing in 401(k), 403(b) and other defined contribution and benefit retirement investment management services. Vestwell can assumes 3(38) or 3(21) investment management and ERISA3(16) fiduciary responsibility on the behalf of advisors and their plan sponsor clients. Learn more at Vestwell.com and on Twitter @Vestwell. This is not an offer, solicitation, or advice to buy or sell securities in jurisdictions where Vestwell Advisors is not registered. An investor should consider investment objectives, risks and expenses before investing. More information is available within Vestwell Advisors` ADV. There are risks involved with investing. Investors should consider all of their assets, income and investments. Portfolios are subject to change. All opinions and results included in this publication constitute Vestwell Advisors` judgment as of the date of this publication and are subject to change without notice.
George K. Baum & Company is one of the leading providers in Financial Services. It is based in Orlando, FL. To find more information about George K. Baum & Company, please visit www.gkbaum.com
As a venture development organization, Elevate helps high-growth startups & early-stage companies grow into high-performing, Indiana-based companies.
Bogman Inc is a Silver Spring, MD-based company in the Financial Services sector.
Three simple words say it all: Listen. Solve. Do. That`s why clients choose Berdon and that`s why clients stay with us, many for decades and across multiple generations. Our clients know, as do the many bankers, attorneys and other professionals who refer their clients and colleagues to us, that the Berdon team will listen to their issues, solve their problems, and execute the solution to the highest degree. With that mantra of Listen, Solve, Do, Berdon`s professionals keep to the highest standards, deliver technical excellence, and exhibit professionalism in all that we do, in a culture that fosters teamwork and innovation. These principles have been the cornerstone of Berdon since our founding in 1917 and have propelled Berdon to national prominence. There are no technical silos at Berdon. Teamwork is the basis for our shared growth and excellence as well as the source of client satisfaction. We bring our collective expertise to bear on the client`s behalf. With two offices - one in Manhattan and one on Long Island - we do not wait for answers or experts from distant offices to respond to a client issue. This concentration of talent, combined with the collegial atmosphere of the firm, allow us to be nimble and responsive to client issues.