American Express Financial Advisors

BeneFinder, established in 1984, specializes in boutique health insurance, payroll services, and drug testing, offering tailored solutions for both businesses and families. With a commitment to clarity and transparency, their team navigates the complex landscape of health benefits and compliance, ensuring clients can focus on their core operations. Backed by over 40 years of experience, BeneFinder's process includes personalized consultations, detailed discovery discussions, and clear proposals to meet clients' specific needs. Their integrated services aim to reduce costs, streamline operations, and provide expert guidance to help organizations thrive in a changing regulatory environment. Generated from the website

Richmond Capital Management, located in the Scott's Addition neighborhood of Richmond, Virginia, is a 100% employee-owned boutique firm specializing in institutional fixed income markets. With a focus on Impact Investing, they integrate fundamental quantitative and qualitative credit research with Environmental, Social, and Governance analysis to make successful long-term investment decisions. The firm serves a diverse client base including pension plans, endowments, foundations, insurance companies, non-profits, Taft-Hartley plans, and high net-worth individuals. Offering investment-grade, high-yield, sector-specific, and custom mandate fixed income strategies, Richmond Capital Management provides separate accounts, comingled funds, and model portfolios tailored to meet the unique needs of their clients.Generated from the website

Harvie Wealth Management Group in Richmond, VA, employs an investment philosophy focused on tracking market signals and supply and demand dynamics to guide their decision-making process. With over $704 million in assets, they prioritize owning securities driven by demand, aiming to steer clear of areas of weakness. Specializing in investment and insurance products, Harvie Wealth Management Group operates through Wells Fargo Advisors Financial Network, LLC, offering services to residents in select states. Their approach emphasizes an emotionless strategy that seeks areas of leadership in the market while managing investment risks for their clients.Generated from the website