$115MM AUM | $875,000 Rev in
Lake Oswego, OR
We are an Independent RIA of predominantly CFP® professionals who value a team approach while allowing each IAR to maintain their own client book. We focus on providing wealth and advisory services for individual investors and small company 401(k) plans. If you are looking to join an independent RIA, sell your practice now or in the future, or leave the B-D, world we could be the right fit for you. We are a boutique, fee-based RIA offering some of the highest IAR payouts in the industry, and we sponsor a group health plan. Interested individuals must adhere the fiduciary standard and have a clean U4.