Oakbourne Advisors

Legacy Planning Partners, based in West Chester, PA, offers a comprehensive suite of financial services including family office services, business owner advisory, employer retirement plan consulting, and financial planning. Their team of dedicated professionals is committed to collaborating with clients to achieve financial success while emphasizing personal relationships and outreach. Recognized for excellence in wealth management, Legacy Planning Partners has earned accolades such as the 2025 Forbes Best-In-State Wealth Management Teams and the 2023-2024 Philadelphia Business Journal's Book of Lists for Money Managers. The firm is committed to creating a culture of benefits for all, ensuring that clients can focus on what matters most while navigating their financial journeys. Generated from the website

Ameriprise Co is a financial services firm based in West Chester, PA, specializing in wealth management and investment planning for individuals and businesses. With a focus on personalized financial strategies, Ameriprise Co offers a range of services to help clients achieve their financial goals and secure their financial future. Generated from their business information

Metal Strategies Inc. is a prominent international consulting and advisory firm specializing in steel, metals, and mining, headquartered in suburban Philadelphia. With over 25 years of experience, the company is led by a team of 27 senior partners, many of whom possess PhDs and extensive real-world expertise in their respective fields. The firm offers a range of services including feasibility studies, financial due diligence, and commercial advisory for steel and aluminum plants, as well as mining projects. Their unique approach combines high-level experience from former industry leaders, ensuring comprehensive support in engineering, procurement, construction, and strategic consulting. Generated from the website