Overview

Who we are: An independent wealth management firm comprised of advisors who believe in challenging the status quo of old thinking and old systems. We are a team of CFPs who believe strongly in the importance of fee-only financial planning and acting as client fiduciaries. We are advisor-centric and client-focused and have been named a Financial Times 300 Top RIA. You run your business, not us. That means no lockups, no forced selling of bank products and no production quotas or increasing payout rate thresholds.

What we pay you: depending on the size of your business, we will pay anywhere from 1-4x TTM, which can be comprised of cash, equity, or enhanced take-home revenue. We want to help retiring RIAs monetize their business for succession purposes.

If you are considering a move in 2020, contact us and we'll give honest feedback about what we can offer you.

Market
RIA
Member Level
Chalice
Last Activity
6 months or more

Business Data

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