Overview

Fee Only RIA specializing in qualified retirement plan (90%+ of our business) looking to accelerate growth of our private client practice with a merger or an acquisition with a like minded firm. We currently have $15BN+ under nondiscretionary advisement but these are mostly large, institutional relationship that pay us an annual retainer. The remaining <10% of our business consists of discretionary wealth management. The Custody / clearing information shown below only applies to this segment. Our institutional clients custody any where they want. Be believe in generous (but not exclusive) use of index funds.

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