Overview

We are a hybrid firm (fee based and commission revenue) providing discretionary asset management, financial planning and insurance risk management for individuals and families. We have four advisors with CFPs, one CPA, one AIF, one CEFA and four with CFAs in the office managing $900+ million in client assets. We are looking to grow our firm by finding like minded, client focused advisors to join us and also opportunities to purchase the books of retiring advisors without a succession plan who want to place their clients with a highly capable firm whose advisors and staff share a vision, focus on client service and commitment to taking care of their clients. We have a collaborative and collegial culture, attract highly capable, high integrity employees and and believe in complete transparency across the firm. We offer a very competitive compensation and benefits package for affiliating advisors and their teams.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...