Wellspring Insurance

Wellspring Insurance Agency is a boutique-style agency catering to the needs of Florida residents for all of their insurance needs. We specialize in homeowner's insurance and work with all the top-rated insurance companies.

Clarity for Women, Inc.

Clarity for Women is a comprehensive, fee-only financial planning firm dedicated to serving divorcing, widowed and professional women. Founded in 2002 by certified financial planner and CPA Joanie Halfaker, Clarity for Women has been helping women achieve financial clarity through comprehensive and unbiased advice. Beginning with a full circle look at each client's personal values, assets, debt and cash flow needs, Clarity for Women advisors use a holistic approach to develop a customized plan, supplemented by ongoing coaching, to help clients realize their financial goals.

BayView Private Wealth

Bayview Private Wealth helps a select group of clients with the planning and protection of what’s dearest to them: their family, business, money, possessions, and legacy. We work with founders, presidents, and CEOs of companies, helping their businesses develop strategies for success in cash management, employee benefits, employee retention, or succession planning. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. BayView Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Wealth Warden Partners

Wealth Warden Partners is a modern financial firm built to serve both individual investors and financial professionals. We specialize in two areas: Financial Planning & Wealth Management – We help individuals, families, and business owners make smart financial decisions through customized planning and investment strategies. Advisor Support Services – We provide outsourced portfolio management, research, and strategy to independent financial advisors and boutique RIAs, empowering them to grow their practices without sacrificing quality. Our mission is to bring institutional-grade research and personalized financial guidance to those who value clarity, simplicity, and strategic thinking. Whether you're an investor looking for expert financial planning or an advisor ready to scale your firm, Wealth Warden Partners has your back.

Harvest Asset Group

Harvest Asset Group is an independent, Fee-Only financial planning and investment management advisory in Portland, Maine. We have successfully served and continue to work with nearly 100 local physicians, families and individuals since 2005. We are committed to a personalized and results oriented approach to help you reach your financial and life goals. We pledge a fiduciary standard of care to you. Unlike most financial advisors, our Fee-Only financial planning model ensures that your interests come first since we do not and cannot accept commissions from any investment or financial products we recommend or utilize on your behalf.