We are a financial planning/Investment Advisory firm managing over 360 Million in Assets. We are on an aggressive growth path both organically as well as through acquisition/merger. We already successfully acquired 4 practices from 2014 to 2019. We have the ability to purchase a practice without seller financing.
We also have a thriving tax practice with a CPA and team of three others managing a growing client base. Our tax practice is also growing organically and looking for acquisition opportunities.
Our Insurance division also is a thriving practice looking for acquisition opportunities as well.
We are open to any conversations that would mutually benefit all parties.