$15MM AUM | $125,000 GDC in Arlington, VA

Member Level
Last Activity
6 months or more
Arlington, VA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

**We are looking for any opportunities with colleagues with the same philosophy and goals as ourselves. The most important factor in success is to work with like-minded individuals. Please see our website for more about us.**

Plan for the future. Minimize adverse impacts.

Creating and implementing a solution today doesn’t mean it will be the correct solution for tomorrow. Life is fluid – making proper financial management equally as fluid. We believe in creating solutions to match the situation versus a set-it-and-forget-it mentality.

Your financial profile + future goals + risk profile = holistic approach to financial decisions.

Where financial planning builds a road-map to efficiently achieve your goals, our investment philosophy focuses on executing the plan while minimizing the impact of inflation and error. We achieve this by centering every portfolio around a defined process, a macro framework, and strict discipline. Each investor has a unique risk profile that aligns their portfolio and financial plan. As for the portfolio, we take a long-term, value-heavy approach to investing and think like business owners, not stock price speculators.


Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian


Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred