Overview

We are a team of three advisors and two staff with about 60 years of combined experience in the investment industry. One of our advisors is a CFP(r) and we have a good balance between investment management expertise and financial planning experience. We are looking to add another member, the son of the founder of Equilibrium. The son has over 13 years of experience in the investment industry at one firm and carries his CFP® designation. We are looking to purchase a practice to grow our total firm size in order to allow the son to make the transition to become an important part of our investment and financial planning firm.

Market
Advisor/RIA
Last Activity
this week

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