Innovest Advisors

Adair Financial Group LLC, founded in 2004 by Brian Adair, specializes in holistic wealth management planning and preservation, serving over a thousand families nationwide. With a commitment to collaborative planning, the firm integrates finance, law, and accounting to create customized strategies for retirement, elder and estate planning, business planning, charitable planning, and divorce planning. Recognized for its high standards and business ethics, Adair Financial Group has earned accolades such as being a finalist for the National Senior Market Advisor Magazine's Advisor of the Year award and achieving the prestigious Top of the Table designation from the Million Dollar Round Table. The firm's innovative approach focuses on comprehensive solutions that prioritize client needs and foster trust among clients and their professional advisors. Generated from the website

JLH Risk Advisory Services LLC is a consulting firm based in Sewickley, PA, specializing in providing risk management solutions to businesses of all sizes. With a focus on identifying and mitigating potential risks, the company offers tailored advisory services to help clients navigate complex challenges. Utilizing a strategic approach and industry expertise, JLH Risk Advisory Services LLC assists organizations in developing comprehensive risk management strategies to protect their assets and enhance operational resilience. The firm's team of experienced professionals works closely with clients to address specific risk factors and implement proactive measures for long-term success. Generated from their business information

Valley Brook Capital Group, established in 1999 as a small family office, has evolved into a comprehensive investment and financial planning service provider for individuals and businesses across the nation. With a focus on customized portfolios and a holistic planning process, the firm is dedicated to helping clients achieve their financial goals. The team at Valley Brook Capital Group includes experienced professionals such as President Gregory Martik, Vice President Jayme Russo, Chief Compliance Officer Robert Pulit, and Associate Benjamin Martik. Together, they bring a wealth of knowledge and expertise to address complex financial challenges and guide clients through various investment strategies. Generated from the website