Overview

We are a holistic financial planning firm first and foremost. Our belief is to support our clients' needs through high level service and professionalism. As a result, our team is currently comprised of 6 individuals of which 3 are CFPs (including myself). My goal is that we, as a team, all support our 1 client's needs with as much depth and service to leading them towards their financial goals and journey.

I am looking to acquire another practice that shares the same philosophies of financial planning and relationship.

Last Activity
within 6 months

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