Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Lancaster, PA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$600,000.00
# of Accounts
400
Avg Client Age
55
Overview

Our financial planning practice exists to inspire confidence, simplify life, and reduce stress for our clients.
We have a unique client experience and service model that is extremely efficient and effective.

We inspire people to believe in a confident future through a collaborative advisory relationship where we focus on holistic financial planning..

We put our clients' interests first and provide personalized advice with integrity while striving for excellence. We maintain high professional and personal standards.

We inspire warmth of family, promote living life in balance and strive to go above and beyond to bring dreams more within reach.

We are looking for advisors who are entering a transitional phase. Whether its retirement, or the need for structure and systems, we will help you through a mutually beneficial relationship.

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