$255MM AUM | $1.4MM GDC in
Stable, two professional RIA looking for an advisor to join our firm, or merge with a similar sized firm. Our ideal advisor has 5+ years client facing experience, at least one of the CFA, CFP, or MBA designations, and experience with E-Money Advisor. We are looking for an entrepreneurial individual who is seeking an ownership stake, and are well prepared to make that possible in an equitable manner.
We have taken great efforts in building a client-centric firm serving HNW clients with integrity and diligence while providing a workplace the fosters professional and personal growth.