Overview

Growing fee-only RIA firm that believes in a holistic approach to wealth management. We incorporate financial planning with investment advice and asset allocation. Based in Harrisburg, PA, we are looking to increase our footprint in the region and, potentially, beyond. We are searching for like-minded firms or advisors who want to sell or merge their practice.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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