Raymond F. Book & Associates, P.A. - www.rfbookcpas.com
Book and Associates is an affiliate of Wealth Management Group offering tax and consulting services.
Dimensional Fund Advisors (DFA) - dfaus.com
DFA implements our recommended passive investment approach via funds designed to capture market "dimensions" in a low-cost, tax-efficient manner.
BAM Advisor Services (BAM) - www.thebamalliance.com
BAM Advisor Services helps independent Registered Investment Advisor firms who share a common approach to the highest standard of client service in starting, building and managing their organizations.
Ascendant Compliance Management - www.ascendantcompliance.com
With offices in Connecticut, New York and San Francisco, was founded in 2006 by the leaders and founders of successful compliance consulting companies and the nonprofit National Society for Compliance Professionals. Ascendant offers innovative compliance consulting: we are solution providers who bring our clients customized compliance and operational solutions that allow them to focus on growing their businesses. Ascendant works closely with WMG providing ongoing compliance consulting, guidance and training.
Schwab Institutional - www.schwab.com
Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.
Fidelity Investments - www.fidelity.com
Fidelity Investments is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.
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