Overview

I recently started my faith and family focused fee-only RIA business (est. July 2016) and would love to merge or connect with other fee-only advisors who may be looking for a successor. I have my CFA designation and I love working with families, doing financial planning, coordinating with CPAs, and all the ins-and-outs of running this business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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