FREE WHITE PAPER
Wealth Management for Business Owners:
A Different Approach
Nearly every business owner faces the same challenges when pursuing financial freedom.
Find out what they are and how to overcome them so that you can successfully transition from being a business owner to an investor.
Download the White Paper
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The number one goal most business owners and their spouses wish to achieve is to reach personal financial freedom.
To help you get there, we've identified three needs and eight challenges you need to address and have created nine practices to make financial freedom possible.
The entire framework centers around you and gives you nine specific practices to address your needs and realities. These nine practices help you formulate and execute a plan that integrates the goals you have for your business, yourself and your family.
As you will discover, there is a logical way to manage your assets so they work for you instead of the other way around. Whether you are in the process of exiting your business or have already exited, the O2I framework is designed to help you reach your financial goals.
ph 678.322.3000 / fax 678.322.3059
Persium Group, LLC / 2100 Riveredge Parkway, Suite 1230 / Atlanta, GA 30328
Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.
The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.