Overview

We are looking to be a succession partner for advisors wanting to merge, transition and/or sell their practice. We are also looking for additional advisors to join our firm. We have acquired many books from retiring advisors with excellent success and would love to discuss ideas. All of our advisors have had different needs and we have been able to customize a solution that works with their goals and time frames.

We are a hybrid fee-based financial planning and investment management firm comprised of CFPs and other professionals. We have been in business for 28 years with a excellent reputation for putting our client's needs first. We are primarily recurring revenue and have found great success in helping advisors that are traditionally commission-based transition their book to recurring fee-based advisory business. We have been recognized by Forbes as one of the best investment advisory firm in Arizona on multiple occasions.

Within the past few years, we moved and have found their technology and back-office support to be top tier. Their support allows us financial, compliance, and supervision to work with advisors who are currently independent or would like to affiliate with an independent Hybrid-RIA.

Please reach out and connect if you would like to have a conversation to see whether we would be a good fit.

Market
RIA
Member Level
Plus
Last Activity
today

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