The North Hill Group of Oppenheimer & Co. Inc.’s Post

TEN ATTRIBUTES OF GREAT FINANCIAL ADVISORS - 3 of 3 It is a blessing to serve as a financial advisor to the families and employers served by Wealthcare Financial Group, Inc.™. #impact #investmentscience #wealthcarefginc #dimensional #investmentmanagement

🎉 Big News! 🎉 We’re excited to announce that Beau Bryant has been promoted to Senior Wealth Advisor! His dedication and hard work have been invaluable, and this promotion reflects his continued commitment to helping clients achieve their financial goals. 👏 #SeniorWealthAdvisor #WealthManagement #FinancialPlanning

Who else is heading to sunny California for Future Proof this weekend? We're thrilled to discuss the future of wealth management with the best in the industry! Let us know if you're attending - We hope to see you there! 👋 #wealthtech #wealthmanagement #financialadvisors #wealthevents #alternativeinvestments #AIinfinance

Join Castlepoint Partners' Adam Lee, CFA®, and Jake Weatherford, CFP®, as they unpack the intricacies of investment risk and how it varies across different scenarios and individuals. Boost your financial acumen and discover strategies to confidently navigate your wealth-building journey. Don't miss this insightful discussion! https://lnkd.in/gXfPe6Af #CastlepointWealth #LiveAbundantly #WealthManagement #FinancialGoals #FinancialAdvisors

As #BHM comes to a close, we wanted to bring attention to John W. Rogers Jr., the brains behind Ariel Investments, the US's largest minority-run mutual fund firm! His legacy teaches us that financial literacy is not just about numbers but about empowering individuals. Here's to a future where everyone feels confident about their financial management skills! 💰 #JohnWRogersJr #BlackHistoryMonth #FinancialEmpowerment #LegacyLeadership #FinancialLiteracy #FinancialFreedom #BlackWealth #RiseofBlackWealth #JLFSmartMoney

Want to get a better picture of your financial situation, but don't know where to start? With Asset Map, we start by creating a visual experience that showcases your household: who is important to you, and what resources will be available now and in the future to use towards your financial goals. Click here to get started on the 10-minute questionnaire: https://lnkd.in/gMh5ZCqz https://lnkd.in/grNK6Wbx

National Financial Awareness Day is here! It's a great day to take control of your financial future. Feel free to reach out if you want to discuss your financial goals. #FinancialAwarenessDay. https://lnkd.in/gwN2bsa5

Lawson Kroeker is inherently contrarian, willing to stand apart from the crowd. As a team, we define winning as success for you; not by what Wall Street managers and analysts say. Our team establishes and maintains investment portfolios meticulously crafted to align with your unique goals and circumstances. Trust Lawson Kroeker to safeguard your financial future. https://hubs.ly/Q02s9J360 #FinancialFreedom #TrustManagement #LawsonKroeker #WealthManagement

Financial advisor independence is changing, and our President Shannon Spotswood says that finding the right balance within the spectrum is essential for advisors to thrive. 🌟 "This is a really exciting and interesting time for advisors to be thinking about independence.” Amidst the rapid change and disruption, advisors must carefully navigate their journey toward independence, and #SupportedIndependence offers them the balance needed to unlock their full potential. 👏 🎧 Be sure to tune in to the full conversation moderated by Tobias Salinger in Financial Planning: https://lnkd.in/epdnSRwc #RIAoftheFuture #JoinRFG

Happy Financial Awareness Day! Today serves as a reminder to take a closer look at your financial health and make sure you are staying on track with your goals. Remember, financial awareness isn't just about knowing your numbers - it's about understanding how to make your money work for you. If you need guidance or are interested in learning more about our financial planning process, please feel free to reach out.