Oxford Group

MSCI, based in Rockville, MD, has been a leader in providing research-based data and tools for over 50 years, empowering financial institutions to make informed investment decisions. The company offers a wide array of solutions, including analytics, climate investing, and sustainable investing, catering to various clients such as asset managers, banks, and insurance companies. With a focus on innovation, MSCI continues to enhance its offerings through advanced technologies and insights into market disruptions, enabling clients to navigate complexities in both public and private asset investments. Their commitment to sustainability and responsible investing is reflected in their comprehensive suite of ESG and climate-related solutions. Generated from the website

W3 Financial Group is an experienced, full-service financial planning and Accounting firm. W3 has been helping people prepare for and successfully retire for over 30 years. When you partner with a full-service financial planning and accounting firm that offers both wealth management and business accounting services, you get access to one team that keeps a finger on the pulse of your complete and clear financial picture. Whether you’re seeking meticulous accounting services or strategic wealth management, our dedicated teams are here to tailor a plan that aligns with your financial goals. We respect existing relationships and welcome the opportunity to complement your current financial strategy.

Marathon Capital Management, established in 1998, is a registered investment advisory firm located in Hunt Valley, MD, dedicated to guiding individuals and families through their financial journeys with tailored investment strategies. The firm emphasizes a holistic approach to wealth management, ensuring that their investment solutions align with clients' broader financial goals, including growth, income, and security. As an employee-owned firm, Marathon Capital Management prides itself on its client-first philosophy, offering personalized financial planning, estate planning, and risk management services. Their experienced team specializes in creating customized investment programs that focus on long-term growth, capital preservation, and a commitment to maintaining strong client relationships. Generated from the website