Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Houston, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$2,200,000.00
# of Accounts
750
Avg Client Age
55
Overview

We are a privately owned fee based RIA. Private wealth, 401k, and financial planning firm.

Our Purpose Statement is:

"To serve and empower others so they can achieve their lifelong goals and dreams"

Our Vision Statement is:

"To be the greatest place to work for people who are passionate about building the best provider of quality wealth management services for individuals, families, businesses, and non profits."

Our Core Values:

SERVICE - go above and beyond to get the job done.
INTEGRITY - do the right thing, always, no matter what.
EXPERTISE - be the best we can be at what we do.
COMPASSION - care for others like family.
ACCOUNTABILITY - own it and hold others to it.

We are looking to partner with a firm who aligns with our Purpose, Vision, and Core Values. We believe we are an attractive option for advisors looking for a succession plan or exit strategy for multiple reasons:

Structure: small but rapidly growing firm with seven team members.
Culture: we love to have fun, we are passionate about our clients, and we are driven to be the best.
Expertise: we believe the experience on our Investment Committee and our Financial Planning Services gives us a unique advantage over other firms.
Succession Plan: we already have a succession plan in place that can ensure continuity for your clients' experience.

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