Overview

We operate a fee-only RIA and tax advisory practice in the DFW area. We are looking to acquire small to midsize investment advisory and tax practices within or near the DFW area.

I am a CFA and CFP, and the founder of our firm. I have 22 years of client-facing investment experience. If our firm culture is a good fit with your firm’s culture then I will treat your clients as well as you have!

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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