Overview

Established RIA firm looking to expand through acquisition or by providing a succession plan for other advisors.

I spent 24 years working in a multi-advisor practice. During that time, I transitioned a practice from a retiring firm founder and held several positions including investment committee chair, operations manager, and managing member. In 2014, I established Infinity Wealth Counsel, a financial planning and investment advisory firm.

My success in working different roles within an ensemble larger firm as well as transferring a client base to a startup firm make me well suited to act as a successor or continuity partner for other advisory firms.

Infinity Wealth Counsel is a fee-only Registered Investment Advisor. Our investment strategy focuses on capturing market returns while managing risk through diversification and rebalancing. Portfolios are primarily made up of DFA, Vanguard and iShares holdings as well as individual high quality bonds and dividend paying equities for income oriented clients.

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