$50MM AUM | $500,000 GDC in Newport News, VA
Member is Interested In:
Independent Registered Investment Advisor, specializing in Financial Planning looking to buy , merge, or help in the succession planning of other fee based or commission based planning firms with the right cultural fit.
We Currently operate out of 4 offices in Virginia. Newport News, Williamsburg, Midlothian, Glen Allen.
We are DOL ready.