Overview

We have been in business for 20 years and became a pure RIA model in 2017 and now we are moving into expansion mode. We are expanding to create a one-stop firm bringing in a CPA and estate planning attorney to supplement the services we offer our clients. We are strongly committed to holistic planning for our clients using eMoney. We LOVE to throw parties! But more importantly, we are heaving event driven and very active in the social media space. We do 14 events per year including 3 boot camp educational events, Pride Party, Dress for Success donation drive, monthly "lunch and learn" sessions for clients and prospects, and multiple COI events to drive our solicitor arrangement business. These events drive referrals for our advisors and are paid for by Brio.

Looking to acquire practices or individual advisors with a book of business growing to 1.4 billion in AUM by 2025.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this month

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