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Financials

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Strategies for Independent Advisors with Clint Sorenson
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Building a 21st Century Wealth Management Firm: Insights from Matthew Jessup
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Understanding Wealth Management vs. Asset Management: Insights from Mary Callahan Erdoes
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James Femia of Apella Capital and Patrick Sweeny of Symmetry Partners discuss their collaboration and business practices.|Patrick A. Sweeny is a founding partner of Apella Capital.
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Wendy Wallace of Lighthouse Financial explains the importance of estate planning for everyone, detailing wills, trusts, power of attorney, and healthcare directives, and offers tips to get started.|Maureen J. Poplaski, CFP® is a Certified Financial Planne
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Apella’s James Femia explains the importance of early college planning during a child's Freshman or Sophomore year of high school for an effective financial strategy.|Patrick A. Sweeny is a founding partner of Apella Capital.
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Wendy Wallace of Lighthouse Financial Group offers tips on planning for your children's financial future, covering college savings, financial aid, and the benefits of working with a financial advisor.
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Wendy shares her journey from handling her family's investments to founding her own financial planning firm, emphasizing personalized retirement planning and offering educational workshops.
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Apella Wealth offers financial planning services, highlighted in an explainer video.|Patrick A. Sweeny is a founding partner of Apella Capital.
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James Femia of Apella illustrates how a student's performance can positively impact the type of college financing they receive.|Patrick A. Sweeny is a founding partner of Apella Capital.
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Casey Dylan of Symmetry Partners discusses the impact of COVID-19 on global economies and capital markets, emphasizing not letting fear influence investment decisions.|Patrick A. Sweeny is a founding partner of Apella Capital.
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Artemis Financial Advisors, LLC offers financial planning services, along with Lakeside Financial Planning.|Jared Hoole is the President of Lakeside Financial Planning
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Wendy's journey from personal financial struggle to becoming an expert in retirement planning.|Maureen J. Poplaski, CFP® is a Certified Financial Planner
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Charles Carroll Financial Partners, LLC offers financial planning services, with a focus that may include hospice and community-related financial advice.
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Eliot Rose presents "Preparing for Your Retirement" with Jason, offering insights and guidance on retirement planning.
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Saltbox CEO Tyler Scriven discusses financial challenges and opportunities with Andrew Strickman, founder and CEO, addressing potential financial pitfalls ahead.|Saltbox CEO Tyler Scriven

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