Overview

Independent fee only RIA, custody with Schwab. Spin out from a Family Office in 2018 and have doubled organically in 2 plus years. We operate as a firm model, team of 3, with all clients reporting to the Managing Partner, who is supported by a director of client service and a director of wealth management. We are ready to scale but must keep our culture in tact. We are looking to be a succession plan to other firms as our managing partner is 38, with close to 17 years of experience and an MBA in Finance. We currently manage over 200M on Schwab Advisor Services and additional assets in 401k plans.

Market
Advisor/RIA
Last Activity
within 3 months

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