Overview

We are a growing practice with two lead advisors in their mid/late 30's. Our team provides a high level of proactive service and work with clients of all ages in true financial and legacy planning. The hope is to meet solo advisors looking to put a succession plan in place (staying on board for 2-3 years would be ideal) and have a plan to seamlessly hand over the client experience to the next generation of advisors.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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