Overview

We are a fee-only wealth management firm in business since 1990.

We recently concluded an internal ownership transition and are investing in future growth. We would like to partner with successful advisors and advisory practices, with a five year plan of helping all of our partners to be build transferrable value in their practices, whether this happens through a realization event or by a sequenced transfer of clients to younger advisors. We want to balance economic value, entrepreneurial opportunity, and quality of life for our entire team.

We believe the industry is on the cusp of significant change driven by new technologies, and we are upgrading our tech stack and support capabilities to be able to compete successfully as the industry evolves. We have professional management in place.

Fit and culture are everything. If you're smart, ethical, and thinking about next steps, we'd love to talk with you.

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