Explore Our Financial Planning Services Across the U.S. | The Consortium Advice

The Consortium offers strategic financial advice, retirement planning, and tax solutions in cities across the nation.

Find a location near you to get started with a personalized plan today.

Why Local Insight Makes a Difference

Financial goals may be personal, but regional factors like taxes, regulations, and economic climate impact your strategy. That’s why our experts tailor every plan to your location — whether you’re in Texas, Georgia, or Florida.

Texas residents and business leaders turn to us for investment guidance, tax efficiency, and strategic financial solutions that grow with the city’s economy.

Serving Louisiana communities like Covington, North Park, Slidell, and Alexandria with retirement planning, tax strategies, and estate services tailored for long-term financial security.

Our Tulsa clients rely on us for comprehensive financial planning, from business transitions to family-focused investment growth and estate solutions.

In Meridian, Idaho, we support growing families and business owners with wealth management strategies that prioritize stability and growth in a dynamic mountain-region economy.

We help St. Louis professionals and retirees plan their financial futures through smart tax planning, retirement strategies, and legacy-focused wealth management services.

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Our Approch

At The Consortium, we deliver customized financial strategies based on your location’s unique economic and regulatory landscape.
We recognize that financial planning isn’t one-size-fits-all — local taxes, business climates, and estate laws all vary.
Our team combines national expertise with local insight to offer personalized retirement, tax, and investment planning.
We provide both in-person consultations (where available) and secure virtual meetings across all service areas.
Whether you’re retiring in Florida or building a business in Texas, we craft solutions that support your long-term goals and local realities.