Overview

We are an active firm yet focused on a small-boutique, salt-of-the earth feel for both clients and advisors alike. We are a growing firm with a unique format in helping advisors grow their own practice no matter where they run their business. In addition to helping advisors grow, we provide a robust and absolute competitive advantage for retiring advisors looking for a solid succession plan, and potentially their spouses or loved ones, with an out-of-the-box equitable solution above and beyond the typical 3-5 year timeline or longer. For advisors looking to merge your practice with our own, we can help bolster your presence in your specific area, provide additional continuity to your business and excellent support with turn-key solutions for you and your clients. For advisors looking towards retirement sooner rather than later, we have developed a separate strategy mutually attractive to both buying and selling practices that can transition you quickly if you prefer.

We are also open to discussions regarding mergers if the relationship is a match and is equitable for both parties. Please reach out to us should you feel that we may be a fit for your firm.

We appreciate your consideration and look forward to hearing from you soon.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week

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