Overview

We are a fee-based RIA firm that eventually would like to be fee-only. We manage individual retail accounts and several cash balance pension plans with a preference to put clients in one of our customized models. We are growing our AUM at a rate of 3.5MM-4.5MM each year. We also provide ancilliary comprehensive financial planning services. We also hope to deploy our capital in becoming a successor to a firm that requires one or an outright buyer if the synergies are a good fit. We are open-minded in our pursuits due to being in the financial services business for 20 years.

Market
RIA
Member Level
Premier
Last Activity
this month

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