We are a hybrid advisory firm with 95% of our business coming from the RIA business.
Our primary focus is financial guidance which includes financial planning for clients tailored for their stage of life, investment management, tax preparation and planning and estate planning. In addition, we work with business owners on succession planning, tax compliance and planning.
We have CPA, CFP and JD on staff to assist clients with more complex matters. We are organized as a firm with employed advisors and a well defined career track.
Our objective is to identify merger or acquisition candidates to supplement our organic growth strategy.