Our Alliances

Green Newton Jamison LLP – Our affiliated, full-service CPA firm enables us to tightly integrate individuals’ and business owners’ personal wealth management with their accounting and tax-preparation needs. Imagine your accountant and your wealth advisor working hand-in-hand with one another to champion your overall financial interests. That’s the Green Wealth Management edge!

The BAM ALLIANCE – An active community of more than 130 independent wealth management firms throughout the United States that have discovered a better way to help investors and their families take control of their financial futures and achieve their most important goals. Attracted to our unbiased advice, our evidence-based approach to low-cost investing and how we deliver on the promise of true wealth management, thousands of investors have become clients of independent BAM ALLIANCE wealth management firms across the country, representing more than $17 billion of collective assets as of September 30, 2012.

Fund Managers – The core of our clients’ portfolios are typically comprised of funds from select fund management companies Dimensional Fund Advisors and Bridgeway Capital Management. However, as our clients’ fee-only, fiduciary advocate, we receive no third-party compensation for recommending one investment over another. Whenever we feel a different investment is in your highest interest, we will recommend it.

Account Custodians – Your assets are held in an account in your name at an independent custodian (typically Charles Schwab or TD Ameritrade), from whom you’ll receive independent monthly statements so you can keep an eye on your personal assets and account activity.

401(k) Service Providers – For small- to mid-sized 401(k) plans, we have established an array of 401(k) service provider alliances to augment our in-house expertise. These alliances position us to be flexible, to meet a range of individual plan needs. Explore our 401(k) services.