B R O K E R - D E A L E R S & R I A s | N A P A F I R M P A R T N E R S | N A P A B L A C K B O O K 2019
HIGHTOWER ADVISORS, LLC
HURLOW WEALTH MANAGEMENT GROUP, INC.
N E W Y O R K , N Y | hig ht o w e ra d vi sor s.c om
B L O O M I N G T O N , I N | hurlowwealth.com
KEY CONTACTS
Zo Bigornia | 917.286.2767 | zbigornia@hightoweradvisors.com Kevin Nolan | 646.434.3131 | knolan@hightoweradvisors.com
FIRM PROFILE
HighTower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses. Operating as a Registered Investment Advisor, HighTower provides investment, financial and retirement planning services to individuals, foundations and family offices. Corporate services include 401(k) consulting and corporate cash management. Visit www.hightoweradvisors.com.
PRIMARY MARKET(S) SERVED
KEY CONTACTS
John C. Hurlow | 812.333.4726 | hurlow hurlowwealth.com Michael J. Carson | 812.333.4726 | mcarson hurlowwealth.com Gordon Nesbit | 812.333.4726 | gnesbit hurlowwealth.com
FIRM PROFILE
Hurlow Wealth Management Group is a Fee-Only RIA with offices in Bloomington and Indianapolis, Indiana. We work with small to mid size business owners who care about their employees. If you care about your employees give us a call. Retirement savings is a serious business which is why we have so many letters behind our names. However, working with people you like makes life more fun. To uote one of our favorite SNL comedians, Chris Farley, Let me help you get on the right track before you end up living in a van down by the river
PRIMARY MARKET(S) SERVED
NAPA-NET.ORG
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OPTIONS AVAILABLE
» Business Development Consultants
» Recruiter for Retirement Plan Advisors » rd Party endor Analysis Tool » Other Tools » Benchmarking Tools
» Participant Advice/Participant Services » CRM/Data Aggregation
» Internal Rollover Program
» Allows Fiduciary Declaration ( 1)/ ( ) » Custom Risk Based/Target Date Models » 40 (b) ( ) In-House or Outsourced » Plan Sponsor Fiduciary Training » Stable alue Analysis
OPTIONS AVAILABLE
» rd Party endor Analysis Tool » Other Tools » Benchmarking Tools
» Participant Advice/Participant Services
» Allows Fiduciary Declaration ( 1)/ ( ) » Custom Risk Based/Target Date Models » Plan Sponsor Fiduciary Training » Stable alue Analysis » Minimum Fee Schedules
HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
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HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS
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