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At Ambassador Advisors, LLC, our financial advisors (including Certified Financial Planners – CFPs®), legacy planners, and nonprofit consultants partner with individuals, families, organizations, and businesses to provide quality financial advice, strategy, and implementation. We believe in the power of integrity matched with knowledge to impact the financial well-being of you, your loved ones, and your organization. Regardless of where you`re at in the financial planning life cycle (accumulating wealth, retiring, or looking to wisely pass on your financial legacy to family members and charities), we provide guidance to help you accomplish your goals. Retirement planning requires a well-thought out strategy that considers investments, insurance, tax planning, charitable giving, and estate planning. We`ll partner with you through all of the challenges of asset management to help you make the wisest decisions with your wealth. Investing can be complicated and takes a lot of time to do it well, which is why we offer Complete Portfolio Management services, allowing you to enjoy other areas of your life. Non-profit organizations can move confidently into the future by properly utilizing tools such as planned giving strategies and endowments. In order to capitalize on the wealth of available gifts, our team of asset managers and non-profit consultants will help your organization to establish and execute wise pathways for charitable giving. We partner with businesses and non-profits to help them navigate the complicated world of pensions, retirement plans, and other employee/staff benefits. We have a dedicated team of pension consultants to help you design and administer effective benefit packages. Succession and transition planning provides guidance with things such as acquisitions, mergers, and passing on the business to someone else.
Exodus Capital Partners is a Mendham, NJ-based company in the Business Services sector.
Managing over $4.9 billion of equity investments and capital since 1997, Gryphon Investors is a highly respected private equity firm focused on middle market investment opportunities. Backed by the team`s deep operational expertise and a focused industry investment strategy, Gryphon has delivered exceptional results for all stakeholders. Since its founding in 1995, Gryphon has partnered with existing management teams, making investments of $100 million to $300 million, and worked together with management to build new market leaders.
Aequus Strategy Group is a Great Falls, VA-based company in the Business Services sector.