Wedmont Private Capital LLC is an Investment Adviser registered with the SEC, established in 2019 by Dominic Corabi and James Pelletier. The firm manages discretionary and non-discretionary Assets Under Management totaling $2,365,517,398 and $5,318,851 respectively as of December 2024. Services offered include Ongoing Financial Planning with Investment Management, requiring a minimum account size of $1,000,000 (negotiable), with fees of $3,125 per quarter for Financial Planning and no additional cost for Investment Management. The firm practices Modern Portfolio Theory and primarily offers passive investment management. Clients may impose restrictions on investments, and the firm provides investment discretion with a Limited Power of Attorney. Wedmont does not engage in performance-based fees, side-by-side management, or wrap fee programs. The firm recommends Charles Schwab Institutional for custody and brokerage services. Wedmont does not vote client proxies and does not have custody of client funds except for fee withdrawals. The firm has no financial commitments impairing its ability to meet obligations and has not been involved in any criminal or civil actions.

Peirce Park Group, Inc. is a Registered Investment Adviser founded in 1988 and based in West Chester, Pennsylvania. The firm specializes in offering investment consulting services to institutions, individuals, families, trusts, and charitable organizations. They provide both non-discretionary and discretionary investment consulting services, with a focus on asset allocation modeling, manager selection, performance reporting, and custom benchmark development. Clients can impose reasonable restrictions on their accounts, and the firm has the authority to rebalance accounts and hire/fire third-party managers. PPG does not participate in wrap fee programs or accept soft dollar payments. They manage client portfolios on a discretionary basis and offer investment supervisory services. As of December 31, 2024, PPG had $459,626,445 in client assets under management on a discretionary basis. Fees are charged as a flat fee, a percentage of assets under management, or at an hourly rate, with flat fees ranging from $12,500 to $124,714 per year. PPG does not charge performance-based fees and serves a range of clients without a minimum account size requirement. The firm conducts thorough analysis and offers customized investment advice, considering factors like risk tolerance and return expectations. PPG's investment strategies include asset allocation studies and rigorous analysis to achieve client goals. Clients are advised on various risks associated with investments, such as management risks, equity market risks, fixed income risks, foreign securities risks, and private funds risks. PPG does not have any disciplinary events to report and does not compensate for client referrals. The firm maintains custody of certain client assets and offers discretionary outsourced investment services for clients who want to delegate decision-making authority. Clients retain responsibility for voting proxies on their securities. PPG has a Code of Ethics in place to ensure compliance with securities laws and ethical standards.

Market Street Wealth Management is a financial advisory firm based in West Chester, Pennsylvania. It currently has approximately $481,260,821 of assets under management and employs about 16 people. Market Street Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and payment for client referrals.

FC ADVISORY, LLC, operating as "Financial Coach" and "New Wealth Project," is a fiduciary firm established in February 2014 in Pennsylvania. The firm offers financial planning and portfolio management services tailored to different client segments. Financial Coach caters to retirees or those nearing retirement, while New Wealth Project serves young families and emerging professionals. Financial planning services include developing personalized strategies and ongoing management. The firm primarily invests in mutual funds and ETFs, managing accounts on a discretionary basis. Clients pay a one-time planning fee and an annual asset-based advisory fee based on a tiered schedule. FC Advisory does not participate in wrap fee programs and has over $346 million in discretionary assets under management. The firm's investment strategies are based on client goals, risk tolerance, and market analysis, with a focus on providing prudent advice and avoiding conflicts of interest. FC Advisory does not accept performance-based fees and maintains a transparent fee structure. Clients receive regular account statements and have the option to select their custodian. The firm's Code of Ethics ensures compliance with regulations and ethical standards. FC Advisory does not compensate non-advisory personnel for client referrals and does not accept voting authority for client securities. The firm has a clean disciplinary record and no financial conditions impairing its ability to meet client commitments.

Stonecrop Wealth Advisors, LLC is a registered investment adviser based in Pennsylvania, established in 2019 by Douglas R. MacGray. The firm specializes in providing discretionary investment management and investment advisory services to individual and family clients, as well as colleges, schools, charitable organizations, and for-profit businesses. Stonecrop manages approximately $251.9 million in assets for around 706 accounts, offering financial planning, asset allocation, and long-term portfolio management services. The firm's investment strategy focuses on holding securities for a year or longer, with an emphasis on asset allocation and mutual fund/ETF analysis. Stonecrop Wealth Advisors charges annual fees ranging from 0.50% to 0.95% of assets under management for investment advisory services and financial planning. The firm does not have a specific account minimum and does not charge a minimum fee. Clients have the option to impose restrictions on their investments, and the firm may use structured notes to complement traditional equity strategies. Stonecrop Wealth Advisors does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. The firm maintains custody of client funds through qualified custodians and does not accept proxy voting authority. Stonecrop Wealth Advisors has no disciplinary information and does not foresee any financial conditions that could impair its ability to meet client commitments.

Ballast Financial Advisors, LLC, operating as Anchor Capital Management LLC, is a financial advisory firm based in West Chester, Pennsylvania. Established in 1910, the firm specializes in managing assets for various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. As a fiduciary, the firm is committed to acting in the best interest of clients, offering a wrap fee program that includes investment advisory services and custodial transaction costs. Clients can pay a single fee for these services, with transaction fees covered by the firm. The firm's investment strategy includes creating tailored portfolios consisting of various securities to meet client goals. They utilize sub-advisory services for non-wrap asset management. The maximum annual fee for their services is 1.2%, billed monthly based on account value. The firm does not charge higher fees based on trading activity but discloses a potential conflict of interest related to transaction fees. Clients have control over their investments, and the firm does not manage wrap fee accounts differently from non-wrap fee accounts. The firm's investment strategies involve methods such as charting, cyclical analysis, fundamental analysis, qualitative analysis, and asset allocation. Clients are encouraged to review the firm's Code of Ethics, which includes procedures for personal securities transactions and insider trading. The firm does not provide cash or non-cash compensation for client referrals and has no financial conditions impairing its ability to meet obligations. Ballast Financial Advisors emphasizes transparency, ethical conduct, and client-focused service in managing client assets.