4994 Lower Roswell Road
If you have requested or received access to enCOMPA$$ (eMoney) or Wealthscape (National Financial Accounts), you can click on the ACCOUNT ACCESS links below to go directly to these sites to login.
Information about enCOMPA$$
Information about Wealthscape
If you would like access to either of these, please Contact us to request access.
If you would like to find out your risk number, click on Riskalyze and once complete we would be happy to discuss the results with you.
Information about Riskalyze
If you have signed up for $YMBIL, you can click on the Account Access link below to go directly to the login screen.
$ymbil Client video https://www.youtube.com/watch?v=F9M7YtaqQvM
Information about $YMBIL.
Organize your finances and Monitor your Goals
A secure Web and mobile phone application that consolidates all your financial accounts into a single view.
Access to your
National Financial Services Accounts
Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectatons.
Together we can take the guesswork out of your financial future.
$ymbil is an automated investment advisor that recommends and places an investor into a risk-appropriate managed portfolio. $ymbil is a product of Ladenburg Thalmann Asset Management. We are an SEC Registered Investment Advisory firm established in 1982. We have over $2 billion in assets under management and a dedicated staff of professionals with over 100 years of investment management experience.