Overview

We have the financial and human capital to provide a wonderful transition for ethical, client focused advisory firms.
The principals of our firm started working together in 1986, and have built a business that that we are proud of. Our clients get hands-on advice, and we implement rational investment programs. We are somewhat old fashioned: we answer our phones (no phone "system"), we own huge amounts of Berkshire and not bitcoin, we utilize efficient funds (mainly from Vanguard), and focus on the behaviors that ultimately dictate financial success.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

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