Prime Capital Financial

Partnership with Hartman Wanzor McNamara LLP adds tax advisory services, delivering on RIA's vision for building a platform with end-to-end client solutions

Qualified Plan Advisors provides financial education through its wealth management, retirement planning, and financial wellness teams, and offers resources for clients and partners.

The number of job openings in the U.S. increased to 10.7 million in September, reversing a sharp decline in August and scuttling hopes that recent Federal Reserve rate hikes would help cool the American labor market. Scott Duba provides input.

The warnings have been ominous: The high-flying pandemic-era housing market might turn out to be a bubble. Scott Duba provides input.

With 14 employees across nine states, Liberty Wealth’s embrace of remote work was a key differentiator for PCIA.

Prime Capital Investment Advisors is closing out the year with a big addition to its firm, announcing this week that it has acquired Liberty Wealth Advisors, a registered investment advisor based in Naples, Fla., with $1.75 billion in client assets.

Prime Capital Investment Advisors has acquired “substantially all” of the assets of wealth management firm Liberty Wealth Advisors.

Overland Park-based Prime Capital Investment Advisors closed on two acquisitions in the past week, adding nearly $2 billion in assets, with two more acquisitions pending.

Prime Capital Investment Advisors Strengthens Kansas City Team with Experienced Financial Advisor

Alec Giesting is an investment advisor representative with Prime Capital Investment Advisors (PCIA). He focuses on PCIA’s Registered Investment Advisor services, including financial planning through a flexible, fee-based platform.

Anthony “Tony” Woodard is chief risk and compliance officer for Prime Capital Investment Advisors, LLC, and its affiliates. His responsibilities include overseeing and assessing risk and ensuring compliance with industry regulations.

Bentley Ford is managing director of the Dallas market for Prime Capital Investment Advisors (PCIA) and Qualified Plan Advisors. He focuses on qualified retirement plans and wealth accumulation, and consults with clients and plan sponsors.

The company provides participant education and solutions addressing savings rates, investment strategies, retirement readiness, and financial wellness.

Plan advisers note increased demand from participants for individual wealth management, noting that they can often do so at lower fees or more creative fee models.

Qualified Plan Advisors focuses on qualified plan health and participant education. Its stated goal is to help qualified plan participants retire with dignity.

Prime Capital Financial provides wealth management services across the United States.

The company helps organizations design retirement plans aligned with corporate and human resource objectives, select plan vendors, and oversee service providers.