Persium Group

Persium Group

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

Founded 2004

Atlanta, United States 14 employees Financial Services, Wealth Management

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.

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 Financial Services and Wealth Management. Its work centres on Strategic wealth advisory, Wealth management, Business owners and Retirement plan committees.

Persium Group has approximately 14 employees.

Top alternatives and competitors to Persium Group include Northstar Financial Planning, Shepherd Wealth & Retirement, AllGen Financial Advisors, River Wealth Advisors , ProVest Wealth Advisors. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

Persium Group and Northstar Financial Planning 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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