Overview

We're a three-person advisory team including two CFP® professionals and we are looking to grow by adding younger/mid-career advisors, and also by helping established, high-integrity advisors transition to retirement. We're primarily focused on the Great Lakes Bay (Tri-City) Region but have many out-of-state clients as well. We welcome all serious inquiries and are eager to add advisors/clients/assets if it is the right fit for all involved.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

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