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Persium Group logo — Strategic Wealth Advisory for business owners, retirement pl...

Persium Group

Strategic Wealth Advisory for business owners, retirement plan committees, and individual investors.

Founded 2004 United States Atlanta, United States 14 employees Financial Services, Wealth Management

General Information

Company Name Persium Group
Founded Year 2004
Location United States Atlanta, United States +1
Founders / Decision Makers
Team member
Employees 14
Industries Financial Services, Wealth Management
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About Persium Group

Persium Group is a financial services and wealth management startup founded in 2004 in the United States. The company's slogan describes it as a strategic wealth advisory for business owners, retirement plan committees, and individual investors. The firm offers comprehensive wealth management services targeted at business owners and individual investors, aiming to help them achieve long-term financial freedom. It provides specialized guidance to business owners on creating wealth and investing outside of their companies, utilizing a proprietary Owner to Investor (O2I) framework. This tailored approach acknowledges the unique challenges faced by business owners whose wealth is often closely tied to their companies. Persium also assists individual investors in building and managing their personal portfolios, offering bespoke wealth management strategies aligned with their long-term financial goals. Additionally, through CoVerity, the company provides professional advice to retirement plan investment committees across the U.S., aiding them in making sound decisions, meeting compliance requirements, and serving their participants effectively. Furthermore, Persium offers a program called NAVIX® to guide business owners toward successful exits. This exit planning service caters to the specific needs of business owners looking to transition out of their companies. In conclusion, Persium Group stands out as a comprehensive wealth advisory firm that addresses the specific needs of business owners, retirement plan committees, and individual investors. Its tailored services and specialized frameworks set it apart in the competitive landscape of financial services and wealth management. For potential investors, Persium Group presents a promising opportunity within the dynamic and evolving realm of wealth advisory and management.

Taxonomy: Strategic wealth advisory, Wealth management, Business owners, Retirement plan committees, Individual investors, Financial freedom, Investment management, Asset allocation, Exit planning, Fee-only financial advisors, Retirement plan oversight, Co-fiduciary, Long-term financial goals, Owner to Investor (O2I) framework, Registered investment advisor

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Persium Group Alternatives & Competitors

Persium Group vs
Heritage Financial Partners, LLC
Heritage Financial Partners, LLC United States

Guiding middle-class millionaires to gain clarity and confidence in retirement and advisors grow or...

9 employees
Persium Group vs
Axios Advisory Group, Ltd. / Pensionmark
Axios Advisory Group, Ltd. / Pensionmark United States

Invested In Your Future

4 employees
Persium Group vs
Retirement & Wealth Strategies
Retirement & Wealth Strategies United States

Build, Protect, Enjoy

34 employees
Financial Services, Insurance

FAQ About Persium Group

Strategic Wealth Advisory for business owners, retirement plan committees, and individual investors.
Persium Group was founded in 2004.
Persium Group is headquartered in Atlanta, United States.
Persium Group operates in the following industries: Financial Services, Wealth Management.
Persium Group has approximately 14 employees.
Top alternatives and competitors to Persium Group include Heritage Financial Partners, LLC, Axios Advisory Group, Ltd. / Pensionmark, Retirement & Wealth Strategies, Simply Wealth Group, Valenta Capital Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Persium Group and Heritage Financial Partners, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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