Gideon Strategic Partners is a Registered Investment Advisor (RIA) based in Santa Monica, with additional offices in Los Angeles, San Francisco, New York, Miami, and Baltimore. The firm is dedicated to providing personalized financial strategies tailored to the unique circumstances and goals of each client. They specialize in tax-efficient and esoteric investment solutions, focusing on maximizing returns while minimizing risk for sophisticated investors. The company offers a wide range of services, including holistic financial planning, asset management, tax-efficient investment strategies, estate and trust planning, risk management, education planning, and budgeting. They construct sophisticated portfolios using exclusive investment products through partnerships with major financial institutions like Pershing, Schwab, and Fidelity. Advanced financial technology platforms such as eMoney and Black Diamond support their services, ensuring comprehensive financial analysis and effective portfolio management. Gideon Strategic Partners aims to meet the complex financial needs of both corporate and private clients.