Overview

We were founded in 2004.

We've mainly grown through referral but we've also successfully bought two different advisory practices. Each practice was a solo practitioner that was looking for a succession plan to protect the value of the firm that each had built over a lifetime. We crafted a succession plan for each of them along with a structured buyout over the timeframe that made the most sense for their personal goals and in a way to ease their clients into our firm. Both advisors are now successfully retired and have been compensated for the value of their practices!!!

We are looking for other advisors that are looking to join our firm while we take away the day-to-day hassles of running the firm. We've been there. We've done it. And if you'd like to talk about your future, let us know!

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks

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