Overview

I own a fee-only RIA business that focuses on comprehensive financial planning and wealth management. I have a CFP, finishing my third masters in the field, and previously taught courses through The College for Financial Planning. My partner RIA firm manages over $1 billion and we are looking to grow my business through purchasing a practice or succession planning.


Last Activity
within 2 months
Listing Updated
Dec. 21, 2023

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...