Fidelity Investments

Sentinel Wealth Management's mission is to partner with you to clarify your goals, develop an action plan, and equip you to take charge of your financial life. Our approach includes the traditional fee-based asset management as well as the ability to provide advice on an hourly basis. A full plan (the most cost-efficient) includes all four of the areas listed below, but advice can be provided unbundled and on an as-needed basis. - Cash Flow / Retirement / Wealth Planning - Investment Analysis - Life Insurance Sufficiency - Estate Planning Advice/Design

Mercer Advisors is one of the largest personal financial advisory firms in the United States. With more than $3 billion in assets, it offers a range of financial services for health care and dental professionals. Established in 2001, it employs a staff of over 150 financial planners, attorneys and accountants. The company offers financial planning and investment management services. It also provides cash flow analysis, asset protection, and retirement and business planning services. Mercer Advisors provides disability and long-term care insurance options. It additionally assists clients in the legal documentation of associate and partnership contracts and purchase and sale agreements. The company serves nearly 3,400 clients that include several medical and dental associations. Headquartered in Scottsdale, Ariz., Mercer Advisors maintains offices in Atlanta; Bellevue, Wash.; Schaumburg, Ill.; Dublin, Ohio; Houston; Novi, Mich.; West Conshohocken, Pa.; Santa Barbara, Calif.; and Vancouver, Canada.