Overview

Our passion is to help the middle class retire with purpose. We believe we have a role in solving the retirement crisis. We grew from very humble beginnings, are open to ideas, and eager to get better.

A description

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This is a fee-based advisory firm with 18 employees. All advisors are on salary in an effort to break down any concerns clients may have interacting with an advisor.

They have been one of the best places to work for multiple years in a row according to the San Antonio Business Journal. In 2017, ___ recognized them as one of the 5000 fastest growing companies in the country.

The current technology suite includes Money Guide Pro, Salesforce, Sumo, Cordium, Net Documents, and Morningstar. They open to ideas on implementing other technology.

They lean into financial advice and planning as a foundation for asset management.

Additionally, they have a 401(k) and group health insurance platform.

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

Business Data

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Clearing Firm / Custodian

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