Quantifi Planning

myCIO Wealth Partners LLC is a comprehensive, independent, and objective CIO advisory firm based in Philadelphia, PA. With over $12 billion dollars of investment assets under management, they provide financial consulting services to individuals, families, endowments, defined contribution and defined benefit plans, and trusts. Serving as both the Chief Investment Officer and Chief Financial Officer for many clients, myCIO specializes in alternative investments and fiduciary liability, catering to over 50 former and current chairmen, CEOs, and presidents of S&P and Fortune 500 companies. Recognized for their excellence, myCIO Wealth Partners has been included in the Financial Times 300 Top Registered Investment Advisers List for 2020, ranked #53 in Barron's Top 100 RIA Firms for 2021, and secured the 9th position nationally in Forbes America's Top RIA Firms List for 2022.Generated from the website

Activate Wealth is a fee-only financial planning firm based in Philadelphia, PA, specializing in comprehensive planning services for busy working professionals in their late 20s to early 40s. With a focus on saving time and simplifying complex financial situations, Activate Wealth helps clients grow their wealth while enjoying their life and money in the present. As a Certified Financial Planner and a fee-only firm, Activate Wealth provides clients with the assurance that their unique financial circumstances are handled with expertise and always in their best interest. With a targeted clientele of younger professionals, Activate Wealth has become an expert in wealth accumulation for this demographic, offering a 5-6 meeting process that covers nine key financial planning areas.Generated from the website

Delaware Investments is a Philadelphia-based diversified asset management firm with billions of dollars in assets. Through a range of managed accounts and portfolios, mutual funds, retirement accounts, sub-advised funds, education savings plans and other investment products, Delaware Investments provides investment services to individual investors and to institutional investors such as private and public pension funds, foundations and endowment funds. Delaware Investments is the marketing name for Delaware Management Holdings and its subsidiaries. Through its parent company, Delaware Investments's goal is to provide financial intermediaries with investment products. Delaware Investments is a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation. Through its wealth accumulation and protection businesses, Lincoln Financial Group provides annuities, life insurance, mutual funds, institutional investment management and financial planning and advisory services.