Overview

$455MM Firm Seeks Advisors Who Desire a Collaborative Environment and Succession Plan

We are a Forbes "Best in State" Advisory Firm, have twice been named "Best of Palm Beach" and were the small business of the year with the Chamber of Commerce. Community involvement is extremely important to us.

Our firm is a fee Based ensemble advisory firm affiliated with award winning broker-dealer. Our team trains and learns as a group and our advisors average over 60 hours annually of "real" continuing education. We have 2 team members with Masters degrees in Financial Planning and 3 others with the CFP designation. Our administrative staff is led by a former banker and community leader who naturally is able to create "wow" customer service experiences. We have a dedicated team that only handles financial planning issues for our clients. The professional staff's objective is to be masters of our trade. Advisors have a firm funded professional development budget. Each advisor has at least one industry designation or graduate degree (CFP, CHFC, AIF, AEP) and our compliance record is flawless. We are not RIA only but that transition is in our near future as we only work with clients on a fee basis. We custody at NFS. We are a flexible, family friendly culture with an inclusive workplace.

We would entertain inquiries from retiring advisors wishing to transition their book of business into capable hands. We would also consider assisting newer advisors developing their practice. We have our own building which allows us space to grow. We welcome inquiries and will maintain strict confidence.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...