Overview

My business has been helping people plan for goal achievement for the last 30 years. My partner and I have had success in growing consistently and we are in a unique position to help more people given our deep and holistic client service process, and ratio of staff to clients. With our focus on putting the client first, we're looking to assist another advisor transition into retirement or simply reduce their time commitment. We manage approximately 400 families with $275M AUM. 200 families are engaged in comprehensive planning for an annual flat fee. 93% of our revenue is annual recurring including managed accounts. All partners have CFP, ChFC, CLU, APMA designations. We're serious about helping your clients and are equally serious about a win-win transition proposal that will leave your clients in good hands and you resting assured.

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