Persium Group

At Persium Group, we're dedicated to providing exceptional wealth management services to individual investors, business owners, and retirement plan committees seeking long-term financial freedom. As an independently owned and operated firm, we've been serving our clients for over 17 years, offering a unique approach to wealth management that addresses the distinct needs of our clients.

Wealth Management for Business Owners

As a business owner, you face a unique set of challenges when it comes to managing your wealth. You have significant assets tied up in your business, and you need a specialized approach to build and manage your personal portfolio. That's why we've developed the Owner to Investor (O2I) framework, specifically designed for business owners like you. Our team of experienced wealth managers will work closely with you to address your unique needs and realities, build personal assets, and help you achieve financial freedom.

Retirement Plan Oversight

As a retirement plan committee, you have a critical role to play in ensuring the financial well-being of your plan participants. Our team at Persium Group provides consulting services to sponsors of qualified retirement plans, helping you make sound investment decisions and stay ahead of the compliance and regulatory curve. We'll work closely with you to ensure a positive outcome for your participants.

Investment Advisory Services

At Persium Group, we offer a range of investment advisory services to individual investors, business owners, and retirement plan committees. We take a disciplined approach to investing, applying institutional discipline and resources to help our clients reduce risk, select and monitor investment portfolios, and achieve their long-term financial objectives.

Our History and Philosophy

Persium Group was founded in 2004 as White Horse Advisors, LLC. In 2010, we registered with the Securities and Exchange Commission as an investment adviser, allowing us to operate in a product-neutral, fee-only environment. Today, our team of experienced professionals serves over 150 clients across the United States, managing approximately $436.5 million in client assets and providing consulting advice for approximately $765.6 million in pension assets.

Our Name

The root of Persium is "PER, " symbolizing our values of persistence, perception, and personability. We're persistent in our commitment to serving our clients well, perceptive to their unique needs, and personal in our approach to doing business. We believe that personal relationships are key to our mutual success, and we're dedicated to building strong relationships with our clients.