Our firm has 47 offices nationally that services over 1,800 clients. We have a team of over 60 licensed Advisors to service these nationally with a total of 250 employees. Our focus is on comprehensive financial planning and being a one-stop shop for our clients. Our Advisors are highly trained in advanced planning concepts and many have CFPs, JDs, CPAs, CFAs and MBAs. We look forward to discussing a potential acquisition of your practice and plan to service your clients in the years to come!