Independent offshore investment monitoring service for expatriates.
Provides fee-only financial planning, private wealth management, and multi-family office services to high net worth individuals and families.
Legacy Capital Partners
Conservators of wealth and investment advisors for high net worth clients and institutions.
Principally engaged in providing securities brokerage, investment advisory, investment banking, and commercial mortgage banking services to individuals, institutions, corporations, and municipalities. Legg Mason seeks world-class performance in both equity and fixed income, domestically and internationally.
Liberty Financial Companies
Provides asset management, investments, annuities, mutual funds, retirement plans and a young investor program.
Provides customized retirement, investment, and estate planning. Business continuation and special projects can be included with additional fee.
Lincoln Financial Advisors
Delivers objective and strategic advice designed to preserve, grow, and transfer clients' assets to help meet their financial goals.
Linwood Investment Advisors
Investment and portfolio management for growth-oriented investors. Mutual fund selection and management.