Overview

We're a young firm with a new location in Houston, TX and looking for energetic, intelligent advisers, driven by a desire to make the industry and the accepted service model better. We're also interested in advisers looking to sell their business, sell a small part of their business (e.g. 401k plans, C-clients, etc...), or looking to retire and want a more robust retirement plan than a basic transaction based on an oversimplified valuation multiple.

Last Activity
6 months or more

Business Data

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