Overview

Our firm is a qualified plan retirement consulting and investment advisory firm owned by a larger, national advisory firm. We are looking to expand in Houston by merging with an experienced wealth management practice and also another retirement advisory firm to increase our size and presence in Houston. A wealth management practice would round out our advisory capabilities and our participant list could provide valuable opportunities for the right wealth management partner.

We have received recognition of our expertise from multiple sources, including PlanSponsor Magazine's Top 100 Retirement Plan Advisers, Financial Times top 401(k) Advisers, and the Wall Street Journal's Premier Financial Advisors list.

If you're interested in joining a successful, growing organization that will invest in your future success, please reach out and let's discuss our joint opportunities. For more information, please call Rob at ___-___-____, extension 575.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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