Overview

We are a team based financial planning group. We have 3 advisors at our office, 2 of which are CFP's. We use a holistic financial planning approach with all our client engagements. We derive our fee directly from advisory accounts, and in some cases brokerage transactions. We believe strongly in the concept of using 2 advisors with each client and working together to build comprehensive financial plans. We hope to build our practice organically through client referrals and to potentially buy an existing book of business. We believe we are perfectly suited for continuity as our advisors are all under the age of 40.

Last Activity
6 months or more

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