EP Wealth Advisors

Valencia Capital Management is a reputable financial services firm based in Dallas, TX. Specializing in investment management and financial planning, the company offers tailored solutions to help clients achieve their financial goals. With a team of experienced professionals, Valencia Capital Management provides personalized guidance and strategic advice to individuals and businesses seeking to grow and protect their wealth. Committed to transparency and client-centric service, the firm prides itself on delivering comprehensive financial solutions with integrity and expertise. Generated from their business information

Redfern Beverly & Associates is a reputable financial planning firm located in Dallas, TX. The team specializes in providing personalized financial strategies to help clients achieve their financial goals. With a focus on comprehensive wealth management, they offer services such as retirement planning, investment advice, and estate planning, ensuring a tailored approach to each client's unique needs. Generated from this place's information

Avondale Investment Management is a Dallas-based firm specializing in private investment funds targeted at accredited investors. The company focuses on investments in residential real estate, aiming to deliver annual returns of 8-12 percent through its funds. One of its primary offerings is the Avondale Private Lending LLC fund, which provides loans to professional home builders, developers, and flippers. This fund's objective is to achieve target returns by securing loans that are collateralized by real estate assets. Generated from the website