We are independent financial planners in Northern California who run a successful fee-based practice. We are a planning-based firm with a cost-efficient, asset class investment philosophy. We have offices in the Presidio of San Francisco and Chico, CA.
We are interested in meeting other financial professionals considering: business succession or continuity plans, exploring strategic relationships, selling all or a portion of their book, or just sharing best practices.
We are also interested in meeting like-minded professionals considering transitioning from their current firms and partnering with a well-established, independent firm. Our efficient platform and back-office support team can allow advisors more time to focus on activities that are more productive and rewarding for their clients and for themselves.