Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Worthington, OH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$300,000.00
# of Accounts
150
Avg Client Age
60
Overview

we are a boutique financial planning group consisting of three investment advisory representatives, one advisor-in-training, and one administrator, located in Worthington, Ohio. Our goal is to grow to a $100,000,000 firm with a primary focus on helping individuals and small businesses utilize their money to live the lives they imagined.

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