FMSI Advisors

HistoryThe greatest leaders and innovations in history have been created by optimists. Our firm name, Sidoxia, is inspired by the Greek word for optimism. For every problem there is an opportunity and solution. Sidoxia was established to fill a void in the financial services marketplace for independent, client-driven advice that is free of conflicts. Sidoxia was founded by Wade W. Slome, CFA, CFP in late 2007. Having managed a $20 billion mutual fund and worked in the industry for more than twenty years, Mr. Slome's extensive experience and credentials allow him to provide institutional-quality service to all clients.SpecialtiesSidoxia Capital Management, LLC is a fee-only financial planning and investment advisory firm based in Newport Beach, California. Financial advisor Wade W., Slome, CFA, CFP uses his 20 years of experience as a financial planner and investment manager to assist clients in achieving their financial goals. Sidoxia provides financial planning, investment planning, retirement planning, estate planning, and business planning for individuals, entrepreneurs, and institutions. As an author (How I Managed $20,000,000,000.00 by age 32), college instructor, and lead editor of the Top 25 Nationwide Blog,

Pacific Wealth Partners is a financial advisory firm based in Newport Beach, CA, offering a comprehensive range of services to help individuals plan for a secure retirement. With a team of experienced professionals, they provide personalized strategies tailored to meet each client's unique financial goals and needs. As a trusted resource, Pacific Wealth Partners guides clients through the financial process, offering insights and direction to build a solid retirement plan. Whether near or far from retirement, their expertise ensures individuals are prepared and confident in their financial future.Generated from the website

Crown Pacific Advisors LLC is a financial advisory firm based in Newport Beach, CA. Specializing in wealth management and investment strategies, the company offers personalized services to help clients achieve their financial goals. With a focus on building long-term relationships, Crown Pacific Advisors LLC provides comprehensive financial planning and guidance to individuals and businesses. The firm's experienced team assists clients in navigating the complexities of the financial markets with a tailored approach to wealth management. Generated from their business information