Affiliated Teams

Human-Centered Financial Guidance
At Higher Purpose Financial, we put people first, not portfolios. No minimums, no barriers—just thoughtful guidance to help you build balance, security, and a life aligned with your higher purpose. We value you, not your money.

Praxis Financial Group, part of Alliance Advisory Group Network with 40+ years of combined experience, offers personalized wealth planning to help you achieve financial freedom. Our team is dedicated to serving your interests every step of the way. Reach out with any questions — we're here to help!

Elisabeth Hall and Julie Walker make up the trusted team at Miller Hall Financial in Bemus Point, New York, bringing many years of experience and providing  friendly guidance. Committed to your financial success, they specialize in crafting secure futures and building lasting relationships with every client they serve.

Since 1999, Dwight Moldenhauer Inc. has been more than a business—it’s been a trusted ally, born from decades of listening closely to what matters most to business owners and their teams: their needs, their fears, and their dreams

Working in healthcare comes with its own set of financial hurdles and opportunities. Whether you're an Advanced Practice Provider, Physician, Pharmacist, or any other medical professional, your career is demanding—and your financial goals deserve just as much attention. 

At Starboard Wealth Strategies, we help individuals, families, and business owners achieve their best lives with personalized financial planning. We focus on managing wealth, protecting assets, and aligning finances with your goals. For business owners, we address key challenges: protecting value, growing with the right team, and maximizing worth at exit.