Overview

Family practice/OSJ. 50/50 fee-commission practice with an emphasis on doing what is best for the client regardless of the compensation. B/D relationship with ORIA (assets custodied at TD Ameritrade).

CPA practice works in tandem with our group, and we are tax-focused. All of our planning has a tax tilt. Niche focused on mass affluent business owners, retirees of local businesses and smaller 401k plans.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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