Overview

I run a boutique advisory practice. My desire is to provide first-class service to a small group of high net-worth households. My practice is nearly 100% fee based. As a Christian, I view my role as an opportunity to serve the needs of my clients with the highest level of integrity. I'm looking at the potential of purchasing or merging a similar book of business.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Mutual Funds

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