Overview

We're a Springfield-based RIA firm focused primarily on Advanced Tax Planning Strategies for the mid-to-upper end of the market. We have a very solid IA platform through Schwab, and generate the bulk of our revenue from Advanced Tax Planning Strategies for business owners and retirees. Our team includes a CFP equipped tax strategist and an estate planning attorney. Two younger advisors have joined our firm as part of our owner's 15 year succession plan. This increase in capacity allows us to take on more clients and is why we seek to acquire other practices that might be a geographic and cultural fit.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

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