Overview

We have very deep client relationships with heavy planning. Passive investment philosophy rooted in DFA. Looking to buy or merge with a firm, or share resources and office space and possibly develop a succession plan. Our firm includes myself, new CFP candidate, and a CFP planner/technician. We also have an independent estate planning attorney that we share space with and utilize as part of our team, when needed, for client relationships.

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week

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