Independent financial advisors who are looking to create strong client relationships and a local, regional and national footprint. 46 advisors - 7 states including MO, TX, AZ. Currently in Kyle, TX with interest in expanding to an Austin office, as well as other locations around the state.
We hope to help advisors that are either transitioning to retirement or looking for an infrastructure to help them grow while maintaining their autonomy. Entrepreneurial, Advisor Owned Family Office Model.