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Advisor Team

FTCA Team

The FTCA Team prides itself on delivering comprehensive financial planning and investment management. Our team, comprised of seasoned financial professionals, is dedicated to understanding each client’s individual goals and providing comprehensive, carefully crafted strategies. The FTCA Team excels in holistic wealth management with extensive experience across retirement planning, tax strategies, high-net-worth investment management, and more.

Greenville, SC

Advisor Team

Koenig Team

At the Koenig Team, we pride ourselves in our extensive experience, having worked together as a team for many years. We focus on getting to know each client personally, delivering both understandable and useful financial guidance. Our comprehensive approach combines our team’s experience with insights from our RoundtableTM of financial professionals, to provide you with well-crafted plans and clear explanations of complex financial topics.

Burnsville, MN

Advisor Team

Hansen Team

The Hansen Team is dedicated to providing personalized financial guidance rooted in trust and long-term relationships. Our clients can sit across the table from the specialists who are making decisions, including in investments, tax, retirement, and estate planning. We take pride in listening intently to our clients, working across multiple generations to craft tailored financial strategies that adapt with life’s changes.

Brookfield, WI

Advisor Team

Ryan Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Ryan team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Denver - Denver Tech Center, CO

Advisor Team

Fitzgerald-DeShane Team

With over 50 years of combined experience in the financial services industry, the Fitzgerald – DeShane Team has long been trusted to serve our clients whenever and wherever we’re needed. We specialize in crafting plans for our high-net-worth clients, with a focus on estate planning, tax strategies, legacy planning, strategies for women, and more. If you’re looking for a partner to help simplify the complexities of your unique financial situation, our dedicated team is ready to serve. 

Houston - West Houston, TX

Advisor Team

Lanceley Team

Welcome to the Lanceley Team, a group of holistic advisors who cares about our clients. We encourage our clients to contact us with whatever financial questions they may encounter, from the smallest of inquiries to concerns about major life changes. We are a close team that knows our clients well, with extensive combined experience across focus areas including tax and estate planning, Social Security strategies, retirement income planning, and customized investment portfolios.

Houston - Galleria, TX

Advisor Team

Feldman-Pitlosh Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Feldman-Pitlosh team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Miami, FL

Advisor Team

O’Brien Team

Welcome to the O’Brien team, where we offer comprehensive support for your financial planning needs. Our team includes a CPA, CFP® professional, and estate planner all in-house, providing a range of services to support your retirement goals. Our simple all-inclusive rate covers tax management, investments, estate planning, and more. Additionally, we prepare and file income taxes for all clients with >$1m AUM at no additional charge.

Malvern - Mystic Lane, PA

Advisor Team

Reidenouer Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Reidenouer team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Charlotte, NC

Advisor Team

Vivid Team

At the Vivid Team, we pride ourselves on our comprehensive approach to financial planning, from the Bay to LA. Our office features in-house CPAs who work right down the hall from our financial and tax advisors, minimizing communication delays and optimizing your financial planning. We also maintain strong relationships with estate attorneys, so if anything happens, your family will have someone to call.

Orcutt, CA