Asset Dedication partners with planning-centric advisors by freeing them from the burden of investment management and back-office administration. Our investment strategy refines and expands the ACP model, utilizing dedicated portfolio theory by linking each client’s portfolios to their lifetime financial plan via our unique Critical Path System. The equity portion is time-targeted to maximize the minimum growth based on the minimax principle, and the fixed income portion is built to minimize its cost. We also provide a full range of back-office services to reduce or eliminate operational headaches such as trading, automated tax loss harvesting, etc. Our goal is to help advisors scale their business and free up more time for servicing clients—and living their own lives—and less time dealing with technical and tedious tasks. ACP advisors qualify for a special discount. For more details, contact info@assetdedication.com or visit our website.

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional builds and manages strategies to help clients pursue higher expected returns. The firm works closely with leading financial academics to identify new ideas that may benefit investors and applies a dynamic investment process that integrates advanced research with careful portfolio design and implementation, while balancing the investment tradeoffs that can impact returns.

Dimensional has a long history of putting financial science to work for clients. In 1981, the firm introduced its first strategy, a US small cap strategy, to help institutional investors diversify beyond large cap stocks. The launch coincided with research documenting the stronger performance of US small cap stocks. Over the years, Dimensional has created a full suite of global equity and fixed income strategies in response to new research and evolving client needs.

Dimensional is headquartered in Austin, Texas, and maintains trading offices in North America, Europe, and the Asia-Pacific region. As of September 30 2021, Dimensional and its affiliates manage $653 billion in USD for investors worldwide.

Longbridge Financial is a leading national reverse mortgage lender and servicer committed to responsibly helping homeowners reshape their financial future by unlocking the power of the home. Founded by an Ivy League professor and a team of experienced professionals from top financial services companies, Longbridge provides education and support to trusted advisors and their clients across the country – working with reputable companies that share our commitment to the highest business and regulatory standards. We’re an approved Federal Housing Administration (FHA) lender, offering products that are insured by the U.S. Department of Housing and Urban Development (HUD). We’re also a proud member of the National Reverse Mortgage Lenders Association (NRMLA) and fully subscribe to its Code of Ethics. Not all lenders can say that. For more information, contact us at advisors@longbridge-financial.com or visit our website.

First Element Insurance Planners (FEIP) is the insurance partner for fee-only advisory firms. FEIP was created to help wealth management firms deliver comprehensive, holistic financial planning by providing objective risk management resources and expertise in a process-driven, client-focused manner.

The firm's team of insurance and estate planning professionals works alongside financial advisors to address life insurance, long-term care insurance, disability income insurance, estate planning, business succession planning, and executive benefits. By focusing on solutions before products, FEIP helps advisors deliver proactive, objective recommendations that support their clients' long-term financial goals.

Through its consultative approach, First Element Insurance Planners enables advisory firms to expand their planning capabilities, enhance the client experience, and provide additional value without adding internal overhead. FEIP's commitment to professionalism, integrity, and comprehensive planning has made it a trusted partner for fee-only firms seeking to offer deeper risk management expertise to their clients.

LLIS provides fee-only financial advisors and their clients with comprehensive insurance consulting and support services. We're a team of experts in the insurance process—from planning to ongoing service to free policy reviews—for term, long-term care, disability, annuities, hybrids, and low load fixed and variable life solutions from highly-rated companies. The introduction of ALLIS, a robust advisor and client relationship management system, continued LLIS's high-touch, high-tech approach in finding the right insurance solution based on the client's needs and their financial advisor's recommendations. Our 20+ team members have worked seamlessly since the beginning of the COVID-19 pandemic to help your clients reach their income security and wealth preservation goals. So no matter the setting, we are always the advisor’s insurance advisor®.

The Brandt Team at Northpointe Bank strives to bring value to our clients by offering client-dedicated loan products and outstanding service.   

We specialize in working with self-employed borrowers and retirees. The Brandt Team takes a comprehensive approach to financing, first gathering all the pieces of a buyer’s financial puzzle and then figuring out the best way to put the puzzle together. We are able to review traditional income sources like W2s and tax returns as well as alternative options for determining cash flow such as assets and bank statements.

Our background in accounting and business often makes us the right fit for a borrower with complex financial circumstances, from high net worth clients to first-time homebuyers.

As senior loan officers for Northpointe Bank, in addition to offering Conventional, FHA, VA, and Jumbo loans in all 50 states and US territories, we are able to leverage the bank’s balance sheet to provide many custom loan products, including but not limited to: Doctor and Professional Loans, Neighborhood Hero Programs, Construction to Perm Loans, Equity Lines of Credit, Bank Statement Loans, 2nd Mortgages/Piggyback 2nds, and Equity Builder.

Some work 9 to 5, we work Start to Finish. For more information call 954.476.8223, email us at brandtteam@northpointe.com, or go to www.BrandtHomeFinance.com.

WealthCounsel, LLC helps attorneys practice efficiently and confidently through industry-leading estate planning, elder law, and business law drafting software, continuing legal education, practice development resources, and a nationwide professional community. Created by attorneys for attorneys, WealthCounsel has supported legal professionals for more than 25 years with innovative tools and educational opportunities designed to strengthen practices and better serve clients.

Through its secure cloud-based software solutions, WealthCounsel enables attorneys to create sophisticated estate planning, elder law, and business law documents while streamlining workflows and improving client service. Members also benefit from extensive continuing education opportunities, training resources, practice-building support, and collaboration with a nationwide network of like-minded professionals. 

Committed to excellence and innovation, WealthCounsel's mission is to help attorneys create, preserve, and pass on the legacies of their clients while building thriving, successful practices of their own. Whether through technology, education, or community, WealthCounsel provides the resources attorneys need to grow with confidence and deliver exceptional client outcomes.