Overview

We are a financial planning based advisory firm specializing in helping business owners and executives with advanced planning, retirement plan design, and asset protection. We work as fiduciary to many 401k/retirement plans, and subsequently provide individual retirement planning as well.
We have bicoastal presence and looking to expand our model by acquisition of practices of retiring or soon-to-be retiring advisors. We are also open to partnering with like-minded firms that have a healthy mix of clients in our target demographic, which is the 50+ year old high income business owner or executive that needs advanced planning help and tax mitigation.

Market
Advisor/RIA
Last Activity
within 6 months

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