Overview

We are an independent, privately owned investment and wealth management firm serving select families and small to mid-sized businesses (401k and other corporate retirement plan consulting). We have successfully provided continuity and succession planning to a variety of financial advisors interested in joining a larger firm or transitioning towards their own retirement. Our team includes 4 CFPs, an attorney and a healthcare specialist. Our advisors have an average age in the low 40s and average industry tenure > 15 years so we are all going to be around for a while.

Last Activity
6 months or more

Business Data

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