Overview

Our mission is to partner with our clients and reduce the financial anxiety associated with life-changing events.

Our business is a "Planning-Centric" business that emphasizes financial planning. We differentiate ourselves with the comprehensive planning advice that we offer and that planning advice is included in our asset management fees. We outsource asset management with the help of our research partner.

We are a hybrid firm emphasizing fee-based planning. We also do insurance work and service our legacy clients who have purchased products from us in the past.

We have not yet begun the major conversion of mutual fund assets to our fee-based solution and intend to do so in 2018.

The main principal of the firm is 48 years old, is a planner at heart, and possesses strong rainmaking skills.

We are looking to merge with a firm whose values and culture match those of our team.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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