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Our Strategic Partners

Backed by Industry Leaders

Partnership Structure

Financial Planning & Investment Management

Our team of Financial Advisors are registered with Avantax Investment Services, who is ranked as one of the top broker-dealer firms, supporting 3,500+ independent investment advisors.

We chose to partner with Avantax Investment Services to ensure we meet all the stringent regulatory requirements for account administration and security.

We believe the partnership is a perfect match of shared common values!

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Partner Details

Who is Avantax?

Other Key Partners

Putting Our Partnership to Work for You

INLAND Real Estate

INLAND Real Estate Group of Companies, Inc has been in business for over five decades, and is one of the nation’s largest commercial real estate company. Inland member companies have owned & managed 100’s of millions of square feet of commercial property.

AEI Capital

AEI Capital Corporation was founded in 1970, specializing in net lease property investments with an emphasis on Debt-Free investments that generate stable income, low volatility, capital appreciation and reduced risk. AEI’s strategy is to acquire property in strategic locations by creditworthy tenants under long-term leases.

eMoney advisor®

eMoney Advisor® is a wealth management platform that allows you access to monitor activity, track your progress toward goals, evaluate spending and much more. This solution helps us provide you with a clear picture of how well you're positioned to reach your goals and gains you access to a unified real time view of your financial portfolio.

INLAND Real Estate

INLAND Real Estate Group of Companies, Inc has been in business for over five decades, and is one of the nation’s largest commercial real estate company. Inland member companies have owned & managed 100’s of millions of square feet of commercial property.

AEI Capital

AEI Capital Corporation was founded in 1970, specializing in net lease property investments with an emphasis on Debt-Free investments that generate stable income, low volatility, capital appreciation and reduced risk. AEI’s strategy is to acquire property in strategic locations by creditworthy tenants under long-term leases.

EMONEY ADVISOR®

eMoney Advisor® is a wealth management platform that allows you access to monitor activity, track your progress toward goals, evaluate spending and much more. This solution helps us provide you with a clear picture of how well you're positioned to reach your goals and gains you access to a unified real time view of your financial portfolio.

Disclosure: By including these links, we are not making a specific product recommendation.

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