Overview

We are an independent hybrid RIA shop with primary focus on PWM and Financial Planning for individuals and Retirement Plan Consulting 401(k)s. We utilize eMoney for our Financial Planning, have sophisticated Managed Money Capabilities, and act as ERISA 3-21 & 3-38 fiduciaries for the 401(k) portion of our practice. We hope to find like minded practices to acquire and/or have merger conversation in the great West Chester / King of Prussia areas in PA.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks

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