Overview

We manage a fee-based advisory practice focused on financial planning, asset allocation, investment selection as well as various ways to enhance the client experience such as estate planning, tax management, etc.

We are a two person team with over 25 combined years of experience in the financial services industry.

We are looking to grow our practice and would be interested in bringing advisors into our team who are looking to exit their practice immediately or over a period of time.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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