Overview

We are a fee only RIA firm interested in acquiring practices similar to ours in type and culture.

Nearly 100% of our households are accredited.

We are only interested in a merger if there is an expressed contract to sell as part of the merge.

We actively manage portfolio models, each with a bias for ETF index funds.

In addition to our traditional core models, we can make private investments available to select, suitable clients.

We are a high touch, goals based, wealth management firm that utilizes: Tamerac, Money Guide Pro, Litman Gregory and more.

Our employees are offered 401k, health care, dental and eye insurance.

We have successfully purchased the practice of a retiring CFA. That seller is now our client and is available to answer questions concerning his experience or his clients experience with us before, during and after his succession and subsequent retirement.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,320 days old

Business Data

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