We are a 4 person Team 3 CFP professional and one CFA. One of our members also is a CPA with Master's in Taxation. Combined we have more than 25 years of experience.
Our practice is a holistic approach and highly client centric. We are looking to acquire advisors practices whose values align with ours. We are growing, and would like to grow as a team. Jointly, the team has approximately 100 million AUM.