Overview

We're a hybrid advisory, investment and fee for advice financial planning firm who would like to grow. Two CFPs and CDFA to provide divorce advice. We have three staff members who support three financial advisors with over 65 years collective experience. Our client's are our boss, not our B/D. We start with financial planning and use products to support client goals. We meet with all clients one to four times per year using a well oiled service model refined over time. We have excellent retention and happy clients. We would like to purchase clients, or help an advisor sunset over a period of time.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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