Overview

We are an established, fee-only independent RIA. We primarily serve small business owners managing retirement plans (401(k), SIMPLE-IRA, SEP, etc.) as well as personal assets for the owner. We have a deep bench of CFP® holders and CPAs and are proactive in tax planning as well as comprehensive financial planning. We hold live, semi-annual meetings with the majority of our clients (including retirement plan participants). Our firm is still focused on growth, both organically as well as through acquisition. We can be flexible in terms if the opportunity is a good fit.

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

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