Overview

We are a growing RIA with an excellent professional culture with no Broker/Dealer affiliation. Our concentration is 80% individual asset management, 10% comprehensive financial planning and 10% retirement plan advisory. We operate as fee based advisors. In addition, we have a successful in-house accounting practice, as well as an insurance agency that specializes in fixed products, DI and LTC. We are looking for books of business that advisors are considering selling to a more holistic and client centric approach and/or advisors looking to join a firm that puts the client first while having autonomy to work in a positive environment with excellent support.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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