Partner firms with the expertise and strategies you need.
Showing 21 firms
100-Year Life PlanningLife Fulfillment Strategy
Age Brilliantly is a recognized global platform and community for adults of all ages who want to lead fulfilling 100-year lives. Through expert resources, interactive events, and a supportive online network, it empowers members to make smarter choices in health, relationships, career, purpose, and more.
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Longevity CoachingAnti-Aging Strategies
Asher Longevity Institute is a science-based leader in healthy aging that helps people extend their healthspan and stay active, vibrant, and productive well into later years. Through expert coaching, educational resources, and trusted supplements, they make longevity strategies simple and actionable.
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Corporate TrainingLeadership Development
Balancing Life’s Issues (BLI) is a nationally recognized corporate training leader specializing in emotional wellness, leadership development, and resilience programs. With a global network of over 800 expert trainers, BLI delivers science-based, story-driven learning experiences that inspire lasting change.
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Wealth ManagementEstate & Legacy Planning
Barth Financial Advisors is a trusted wealth management and planning firm helping families, individuals, and business owners achieve long-term financial security. With a focus on retirement, estate, and investment strategies, they provide clarity and confidence for every stage of life.
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Transformational SpeakerPurpose & Clarity
Brett Pyle is an award-winning transformational speaker and purpose expert, inspiring global audiences with his powerful storytelling and clarity-first approach. With accolades like U.S. Speaker of the Year and Vistage Lifetime Achievement Award, he helps leaders, teams, and organizations live with deeper meaning.
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Positive AgingLifelong Learning
Coming of Age is a prominent leader in positive aging initiatives, offering purpose-filled pathways for adults aged 50+, helping them live bolder, wiser, and with deep resilience. Through workshops, peer coaching, and community leadership programs, they empower the next act of life.
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Behavioral FinanceWealth Transfer Strategy
COREnology is a pioneering behavioral finance platform that helps financial advisors build deeper, trust-based client relationships by uncovering clients’ values, priorities, and goals. With quick, intuitive assessments and personalized reports, COREnology transforms financial planning into a meaningful, human experience.
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Wealth Building AppBehavioral Finance
Currence is a rapidly trusted fintech platform designing a smarter approach to cash flow—recognized for its ability to help users save more while still living fully today. With a 4.9 App Store rating, it's shaping how individuals and financial advisors collaborate on financial freedom.
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Wealth BuildingInvesting Platform
FREC is a next-generation investing platform making direct indexing simple, affordable, and more tax-efficient than traditional funds. With ultra-low fees, daily tax-loss harvesting, and customizable portfolios, it helps investors and advisors keep more of what they earn.
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Corporate WellnessLeadership Training
Life Force Wellness is a leader in corporate wellness and leadership training, helping busy professionals and executives restore balance, build resilience, and improve workplace culture. Their programs combine leadership coaching with a powerful wellness app for nutrition, movement, mindfulness, and community support.
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Self-Discovery & ReinventionMom Empowerment
Mom to MORE® is a celebrated community and podcast empowering stay-at-home moms and empty nesters to rediscover their purpose and rewrite their next chapters. With inspiring real-life stories, practical advice, and a supportive network, it invites women to explore life beyond motherhood.
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Exit PlanningBusiness Succession
NAVIX Consultants specializes in helping closely held business owners plan and execute successful exits, achieving financial freedom, building a lasting business legacy, and exiting on their terms. Since 2009, they’ve guided over 400 business owners through exits totaling more than $2.5 billion in value.
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Estate PlanningBusiness & Elder Law
Top-tier regional law firm Norris McLaughlin, P.A. delivers full-service legal counsel across New Jersey, New York, and Pennsylvania. With over 120 attorneys practicing in 30+ areas—including estate planning, corporate law, healthcare, and intellectual property—they serve middle-market businesses, Fortune 500 clients, and individuals with both local insight and global reach.
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Purpose DiscoveryFulfillment Platform
ONPURPOSE.me is a widely used purpose-discovery platform that helps individuals quickly unlock their life’s meaning. With an intuitive 2-word purpose tool, email-based coaching, and a vibrant online community, it guides users toward clarity and energized living.
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Educational Travel50+ Travel Programs
Road Scholar is a nationally recognized leader in educational travel for adults 50+, offering immersive, expert-led learning adventures in the U.S. and more than 100 countries. With nearly 50 years of experience, they combine discovery, learning, and connection in unforgettable journeys.
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Senior WellnessCommunity Centers
Senior Friendship Centers is a trusted, long-standing nonprofit leader in senior wellness across Southwest Florida. With more than 50 years of service, they build vibrant, connected communities by advancing wellness, social connection, and enrichment for older adults.
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Business Succession PlanningExit Planning
The Business Transition Sherpa is a trusted advisor and thought leader in business succession planning. With strategic frameworks, a best-selling book, and award-winning podcasts, Sherpa equips business owners to confidently plan their exit and intentionally pass their legacy.
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Purpose & MotherhoodSelf Discovery
The Empty Nester Club is an acclaimed, #1 New Release-author community that guides moms through post-parenting transitions with clarity, courage, and purpose. Through its bestselling book, heartfelt podcast, and welcoming book clubs, it empowers women to define and joyfully embrace their next chapter.
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Estate PlanningAsset Protection
The Presser Law Firm, P.A. stands out as an acclaimed authority in asset protection law, led by Hillel L. Presser, Esq., MBA. Known for expert counsel, bestselling books, national speaking, and media features, the firm helps individuals and businesses safeguard their wealth with confidence.
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Wealth ManagementHigh Net-Worth Families
William Blair is a trusted global wealth management partner offering comprehensive Family Office Services—from succession planning and consolidated reporting to philanthropy strategy and governance. Designed for high-net-worth families and multi-generational legacies, they bring clarity, stewardship, and legacy planning to complex financial lives.
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Virtual Immersive TravelLive Interactive Tours
Wowzitude is an award-winning virtual travel company bringing live, interactive walking tours from over 200 destinations straight to your screen. Led by passionate local storytellers, it delivers cultural immersion, fun, and connection to travelers of all ages.
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