Overview

We are independent financial planning firm who is looking to expand their practice by acquiring the practice of an advisor or team that is focused on sun setting their book of business. After reentering the retail space about a year ago I am focused on acquisition as part of our overall growth strategy.

Our current business focuses on financial planning including but not limited to asset management, risk management, education planning, estate planning and much more. We focus on the endowment model and utilize managed money, mutual funds, ETFs, bonds, stocks, alternative investments where appropriate (REITS, oil and gas, private equity, hedge funds...) and insurance.

Our philosophy is keeping the clients interest first, managing risk and taking advantage of inconsistencies in the market to create opportunities.

Feel free to reach out to me to discuss further.

Last Activity
2 weeks

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