- Moore, Ellrich and Neal, P.A. – mencpa.com
Moore, Ellrich and Neal, P.A. is an affiliate of Poinciana Advisors Group, offering tax and consulting services.
- Dimensional Fund Advisors (DFA) – dfaus.com
DFA implements our recommended passive investment approach via funds designed to capture market “dimensions” in a low-cost, tax-efficient manner.
- BAM Advisor Services (BAM) – bamadvisorservices.com
BAM Advisor Services helps independent Registered Investment Advisor firms who share a common approach to the highest standard of client service in starting, building and managing their organizations.
- Schwab Institutional
Schwab Institutional is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.
- Fidelity Investments – fidelity.com
Fidelity Investments is custodian to accounts we manage on your behalf. While you grant us Limited Power of Attorney (LPOA) to execute transactions on your behalf, accounts are held in your name.
- The BAM Alliance – BAM Alliance
The BAM ALLIANCE is built for you — a community of investors and advisers who’ve discovered a better way to take control of financial futures and achieve life’s most important goals. Explore this site to discover the ideas, insights and intelligence that drive the important work we do every day on behalf of investors and their families.
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