As a fiduciary, providing you with the knowledge and resources you need to be successful is what we do best. We have developed relationships with other professionals that are able to compliment the services we offer. Below are members of our professional network. Explore the different scenarios you might find yourself in — and the solutions we would recommend.
We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction. When it comes to financial planning, you can only be so proactive. However, by putting strategic measures into place, you’re able to overcome any issues and obstacles with ease and confidence. Explore the different scenarios you might find yourself in — and the solutions we would recommend.
Servicing Individuals and Small Business Owners
Banking & Lending
Helping clients with their banking and lending needs personally or for your business.
Property and Casualty
Helping clients with their home, auto, and umbrella coverage as well as commercial/business coverage.
Clients needing assistance with buying or selling their home, rental property, or business location.
Helping clients with life, disability, and long-term care insurance needs.
Assisting clients with Estate Planning, Real Estate, and Business transactions.
Business and Life Coach
Work with a professional life coach to help strategize and grow personally and professionally.
Tax PlanningFull-service CPA firm with a broad range of services for business owners, executives, and individuals.
Help your business grow with an experienced marketing team.
Group Health Benefits
Helping businesses with any number of employees with their group health benefits.
*We operate as a solicitor for Caravus. We receive 35% of any fees that are charged to clients that we refer to Caravus.
Corporate Retirement Plans
Manage simple, transparent company retirement plans that attract and retain key employees.
*We operate as a solicitor for CarsonAllaria Wealth Management. We receive 25% of any fees that are charged to clients that we refer to CarsonAllaria Wealth Management.
Comprehensive family office services for wealth individuals and business owners.
*We operate as a solicitor for MAI Capital Management. We receive 28% of any fees that are charged to clients that we refer to MAI Capital Management.
Mergers and Acquisitions
Guide entrepreneur-led business owners through the process of sell-side, buy-side and capital raise transactions.
*We operate as a solicitor for Glendale Capital Partners. We receive 10% of of its success fee (net of any retainers credited against the success fee), if and when collected from Client.
*Note: All of these members of our professional network are not affiliated with Mutual Advisors, LLC DBA Front Office Wealth Strategies. We may refer clients to them for the various services indicated below. In turn, they may refer clients to us for investment management needs. Unless otherwise indicated, we do not have any arrangements with any of these professionals, nor receive compensation for these referrals.