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Since 1974, Madison Investment Advisors, Inc. has served investment management clients with a sound blend of investment philosophy and process, disciplined thinking and a spirit of independence. Madison and its subsidiaries manage multiple billions of
Founded in 2019, Vanilla`s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today`s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor`s and a client`s understanding of their estate, and to demystify the challenges of dealing with estates post-death.
Burt and Associates is a Plano, TX-based company in the Financial Services sector.
Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $6.95 billion in regulatory assets under management*, we operate on a fee-only model that puts our clients` needs ahead of our own. Our team members, located in our seven offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.
NextGear Capital is a Carmel, IN-based company in the Financial Services sector.