Overview

We are a fee-only RIA in Virginia Beach, VA, but have clients spread throughout the U.S. We are interested in purchasing full or partial books of business. We have experience in merging books of business, and are flexible in timing and structure of deals. We are focused on deepening our client relationships and provide comprehensive financial planning services. We manage portfolios directly, but also use third party managers.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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