$501MM AUM | $5MM Rev in
Cedar Rapids, IA
We are an established and growing RIA with multiple Iowa locations. Our team consists of experienced professionals who focus on financial advice, tax planning & accounting services, and investment management. We have extensive experience integrating and transitioning retiring advisors and their clients with our robust team of advisors, analysts and support staff.
We are actively seeking to partner with experienced advisors who want to do business in a way that the independent RIA space accommodates. We operate as a fee-only advisory firm, and have extensive experience assisting hybrid B/D-RIA advisors with a commission/fee mix of revenue to convert their book of business to the fee-only model during the transition process. We will assist with identification and on-boarding of successor advisors for those seeking a succession plan for their business.
If you are looking for a true team-based approach to a full-service wealth management experience - one where you work for your clients and not for your firm - give us a look!