Overview

Our firm is a $1.2B RIA-BD with multiple offices in Western Pennsylvania. We provide comprehensive financial planning to our clients, and support the advisors with tax and estate attorneys, insurance specialists, planners, and asset management platform and a fixed income desk. We have an in-house marketing expert that works to help promote and brand practices. Our compliance and operations is also housed locally, which frees the advisor from maneuvering through layers to get issues accomplished. At the beginning of 2016, we initiated an inorganic growth initiative that includes traditional transitions, tuck-ins, opening of new branches, customized exit strategies, outright acquisitions and mergers if applicable.

Last Activity
6 months or more

Business Data

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