Overview

Founded in 2015 by CFP with 15+ years experience in Comprehensive Wealth Management and a CPA who left the big accounting and corporate world we are a small firm. The team is two principals, CFP is lead advisor on all existing relationships, CPA partner runs the business, one full time operations manager and one full time assistant financial planner. The main office is in Carlsbad,CA housing lead advisor Ops manager and Assistant planner. We have a satellite office in Denver Colorado housing the CPA partner. We also run the only multi office Certified Divorce Financial Analyst practice in the country and are considered nationwide leaders in the space. Most clients come to our wealth management practice after working with us in divorce process or being referred by their attorneys post divorce. Divorce is our niche but not our only skill set or source of new business. We run the business lean by utilizing technology whenever possible. We are looking for acquisition opportunities and potential merger opportunities for an advisor who has a book of business and is interested in joining a forward thinking, niche dominating advisory firm in a partnership role. Joining the firm can come with the benefit of access to our turn key divorce financial planning practice and training for those who are interested. Specific geographic interests are in Denver and Southern California but open to partnering with advisors outside of these areas if joining us on both the wealth management and divorce planning businesses. Partners are young at 39 and 47 years old, perfect for your succession plan.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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