We are currently a Comprehensive Financial Planning practice that focus' on working with individuals and families to develop a plan towards achieving their financial goals. We help them from investments to insurance and everything in between. In addition we work with small business developing an overall business plan including developing benefits to attract and retain top level talent.
We are made up by a two person advisor team with 3 direct staff. In addition we are also in the process of bringing on a Jr Partner. We work closely with a Financial Planning firm out of the Boston area that allows us to take full advantage of their planning software and team resources that include Attorney's and 401k TPAs.
We are looking to grow now that we have sufficient support and resources and are interested in talking about anyone that in the next few years is looking to retire/transition. Look forward to taking to you soon!

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers


Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities


Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred