Overview

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.

Market
Advisor/RIA
Last Activity
today

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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