Independent Advisors to
Independent Financial Firms
Since 1991

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LATEST NEWS

June 16, 2008

The Carson Medlin Company announced today that Jeffrey E. Adams has joined the firm as a Managing Director and will head the firm’s new Atlanta, Georgia office. >more

June 10, 2008

Bryn Mawr Bank Corporation, Bryn Mawr, PA is acquiring Lau Associates, Wilmington, DE. Lau is a registered investment advisor with approximately $800 million in assets under management and supervision. >more

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RECENT TRANSACTIONS