Overview

We are a team of 4 at present - two senior advisors, one junior advisor, and a licensed admin. We have an estate planning attorney and property casualty guy in our office as well as we position ourselves as a one stop shop/family office. We are a hybrid RIA with LPL and we run 70% advisory and 30% brokerage business. We are looking to ideally buy or set up a succession arrangement with an advisor who is looking to retire in the near future. We are open to the right merger as well.

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