Overview

We focus on financial planning with our client base and have purposely limited the number of clients we service to maintain a high touch client service model. The lead advisor of our firm has his CFA and CFP designations while the junior advisor of our firm has his CRPC designation and is working toward his CFP designation.

We have completed two solo practitioner acquisitions via advisor retirement since 2008 with good results. Also, an advisor looking for a succession plan joined our firm in April of 2018 from a small Chicago bank and we both believe it was a pretty smooth transition. We currently have the capacity to grow without causing much disruption to our existing client base and feel this can best be served with another practice acquisition.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

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