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David Johnson & Scott Augustine Team
We help highly successful people get their entire financial house in perfect order and keep it that way forever.
The Haunty Team of advisors and specialists to provide clients at any life stage with a comprehensive advice-based wealth management experience.
North Star – Atlanta
470.870.1200As independent advisors, the Atlanta team is not tied to one specific line of products and can instead make recommendations based on your specific needs and goals for your future.
North Star Consultants – Baltimore / Washington D.C.
443.475.0718While money can often be an uneasy topic, the team at North Star Consultants – Baltimore / Washington D.C. provides high-touch of personalized service so you can feel confident and comfortable in your financial decisions.
North Star Consultants of Texas – Houston
832.726.1943The North Star Houston team was established to offer white glove financial planning for small business owners, independent contractors, and high-income individuals.
Preparing for and navigating retirement can be complicated. We are here to help guide you towards your financial goals and dreams.
Sports & Entertainment Team
The Sports and Entertainment Group is a team of North Star wealth management advisors dedicated to servicing the unique needs of sports organizations, athletes, and entertainers. They are experienced in working with individuals and have an all-hands-on-deck approach to working with franchises, sports complexes, and organizations.
The mission of Jacobs Financial, a family-owned financial services firm, is to serve individuals, families, business owners, and professionals like our own, providing financial strategies to help meet their lifetime financial goals. By operating with professional integrity and ideals of service, we establish strong relationships with clients while building a legacy of sound financial practice, together.
Midwest Wealth Advisors is a client-focused firm working with your best interests in mind. We deliver access to sophisticated portfolio management, personal relationships, and holistic wealth management. We are dedicated to improving the lives of our clients both today and through their retirement.
Waypoint Wealth Group
651.370.7474Waypoint Wealth Group believes your financial picture should support the everyday moments as much as the major milestones. That’s why our financial solutions help give you the confidence to focus on the people and experiences you value most.