The Gersham Group
We are a boutique financial services consulting firm with a nationwide presence in most every metropolitan city in America. Founded by Wall Street legend Norman Gershman, who also spent 25 years as an advisor at Merrill Lynch, The Gershman Group counsels many of the nation’s top 100 Barron’s advisors and Forbes Top Advisors with average AUM of $1Billion or more. Under our current leadership, Roger Gershman has grown the firm to have now counseled well in excess $200 Billion of AUM.
Kelly L. Carrier-Goncz, ASA, CBA, CPA/ABV, CFP®
Hamburger Law Firm
Providing a blend of trusted business acumen and legal counsel on wealth management industry matters – bringing a rarefied depth of focus to this highly-regulated niche.
Law Office of Richard F. Moroco
Sharon, Pennsylvania 16146
Fluent & Ricciard
Fluent & Ricciardi Certified Public Accountants provides services to individual and business clients. We are a full service accounting firm offering personal and corporate tax preparation, accounting services, payroll tax services, estate tax assistance, retirement plan administration, tax planning and financial statement audits, reviews and compilations.
Business Transition Advisors – ESOP Advisory
Business Transition Advisors (BTA) has a collective business experience that provides a unique perspective to address personal liquidity opportunities that may include a stock or asset sale, Employee Stock Ownership Plan (ESOP), recapitalization, estate and gift or other transfers of ownership.
SkyView – Investment Banking and Financing
SkyView® is focused exclusively on the investment banking and financing needs of independent and registered investment advisors. We provide financial advisors with guidance and capital for practice succession, acquisition, merger, and debt restructuring from a team of experienced wealth management veterans.
Dinsmore Compliance Services
DCS offers a full suite of compliance services and solutions for investment advisers that are designed with business in mind. Discover more about the DCS difference and compliance that works as hard as you do.
Dynamic Alpha Solutions
Partnering with an outsourced chief investment officer (OCIO) firm helps address the many challenges and constraints you face in today’s increasingly complex investment landscape.
Helios
Imagine a world where you have the expertise of a seasoned Chief Investment Officer, backed by cutting-edge AI and model rebalancing, all at your fingertips. That’s Helios Insourced Chief Investment Officer (ICIO).