Independent financial advisors who are looking to create strong client relationships and a local, regional and national footprint. 41 advisors - 7 states including MO, TX, AZ. Currently in Scottsdale with interest of expanding both Scottsdale office, CPA practice as well as other locations around the state.
We hope to help advisors that either are transitioning to retirement or looking for an infrastructure to help them grow while maintaining their autonomy. Entrepreneurial, Advisor Owned Family Office Model.