Abundance Technologies, Inc.: Investment management firm providing a wide variety of services including turn-key marketing, training, educational seminars and conferences.
CHALK 401(k): Consulting firm that sells no investment or administrative products, it furnishes objective advice to plan sponsors, plan trustees and retirement committee members.
Cox Financial Corporation: Offers personal financial planning and business consulting services.
Fourth Street Financial: A fee-only institutional investment consulting firm providing comprehensive services to endowments, corporate retirement plans, foundations, and high net worth families.
Ken Byers & Associates: Specializes in estate planning, business continuity or retirement planning needs.
Lumley Group: Offers financial and management solutions for closely held businesses.
Professional Business Services, Inc.: Provides professional services for individuals and business, specializing in many areas including taxes, payroll, bookkeeping, computers and training.
Renaissance Investment Management: Investment advisor specializing in a full choice of disciplined investment strategies that serve a wide range of return objectives and risk tolerances.
Retirement Capital Advisors Inc.: Offers financial and retirement planning.
Reynolds Business Solutions: Offers bookkeeping and financial consulting services.
RiverPoint Capital Management: Investment advisors serving individuals and institutions.
Total Asset Planning: Investment advisory services.