Overview

We are a fee-only investment advisor looking to acquire another fee-only practice in the Southern Orange County area. Having added a junior CFP partner we are carefully expanding our client base. Our primary focus is on our Financial Coaching program and Investment Management, which for us is strategic asset allocation using passive index and asset class funds and ETFs.

We provide wealth management from a Biblical Perspective - planning, investing and wealth transfers that helps our clients avoid costly financial mistakes, fulfill their personal priorities and experience more financial confidence and contentment. We are passionate about helping people become successful investors by putting money into the proper perspective. For the right advisor who shares our faith we would consider a merger opportunity.


Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...