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

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Arlington, VA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$125,000.00
# of Accounts
50
Avg Client Age
45
Overview

**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.

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