Overview

Interested in acquiring a smaller planning centric RIA with similar investment philosophy into ours. We are primarily a DFA shop with some Vanguard as well. We are financial planners and will be looking at establishing some internal succession plans within the next ten years. Culture is very important and a commitment to serving the clients interest first.

We do have a commitment to planning accessibility and provide time based work in addition to ongoing wealth management.

Founder is the sole shareholder currently and in his early 50s. There is one other CFP® in the firm and one part time office manager.

Last Activity
within 2 months

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