Overview

Our two-person team features a CFP and a CPA and represents a combined 30 years of industry experience. We are interested in growing the size of our clientele through both organic growth and acquisitions, and are looking to partner with other Financial Advisors who are interested in (or even considering) selling their book of business to an experienced team who will take great care of all clients and maintain the high standards that the retiring advisor has set.

Our complementary certifications and decades of experience provide the foundation for our comprehensive financial planning and investment management services, and we operate with a strict adherence to fiduciary standards regardless of the services provided, and whether the client relationship is advisory or based upon the more traditional broker-dealer model.

We are a part of one of the largest, comprehensive wealth management firms in central Texas, with approximately $1.1 billion in combined assets under management. This year our firm won the Ethics in Business and Community Award and was named by InvestmentNews as one of the Fifty Best Financial Companies in America to Work for (#17 overall and #11 among smaller companies). Our firm is very supportive of our practice, and would even consider guaranteeing payments to the seller.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...