Silvercrest Asset Management Group

MidAtlantic Capital Management Inc., founded in 1992, is an independent Registered Investment Advisory firm located in North Chesterfield, VA, specializing in customized investment management for individuals, IRAs, and institutions like corporations, endowments, and foundations. The firm's commitment to personalized service ensures that each portfolio is managed according to clients' unique goals, income needs, risk tolerance, and tax considerations. As a fee-only advisory firm, MidAtlantic maintains objectivity and independence by not accepting commissions or referral fees, aligning its objectives with those of its clients. The firm emphasizes transparency and accountability by holding all client assets in separate custodial accounts, thereby reinforcing its dedication to ethical investment practices. Generated from the website

About Summit Investment Planning Our firm is affiliated with LPL Financial, the largest independent broker-dealer in the United States. That means we have access to the industry’s largest independent research teams and their full-suite of educational resources to help you make informed decisions for your future. As a trusted guide, our clients can be confident that we take pride in building relationships based on mutual trust. We take the time to listen and learn everything there is to know about a client’s financial life, as well as their wants, needs and priorities.

Harvest Financial Group LLC is an independent fee-only registered investment advisory firm located in Richmond, Virginia, with additional registration in California. The firm specializes in providing personalized investment advice and financial planning services while maintaining a commitment to transparency and client-focused strategies. Dedicated to educating clients, Harvest Financial Group offers a variety of resources including articles, calculators, newsletters, and videos to help individuals manage their finances effectively. The firm's ethos is centered around fostering long-term relationships and guiding clients towards achieving their financial goals. Generated from the website