$400MM AUM | $2.5MM Rev in
Accessible. Dependable. Comfortably Unique™.
We are an independent fee-only financial planning and wealth management firm based in Madison, WI seeking advisors or advisory teams that want to partner and plug into the highly efficient infrastructure we have built. We have four experienced advisors that focus on domestic clients in Wisconsin, and three advisors that focus on U.S. expat clients working in a remote appointment environment from our office. We would be interested in speaking to advisors and advisor teams that are interested in working for an independent company that seeks to get the best out of their people. Come see how we are different!