Overview

We're an independent RIA looking for advisors who are interested in merging or selling their practices. We focus on comprehensive financial planning for families and businesses using a mix of proprietary investment strategies, private placements, insurance and annuity strategies. In just over three years we went from $0 AUM to $200mm. Before that we have written around $700k of fixed business. That growth was all organic. Our firm has a small boutique feel and a culture that focuses on strong faith, families, and marriages, both for our advisors and staff, as well as client base.

At a high level, our value proposition to advisors falls into three categories:

1) Advisor Profitability - Strategies and solutions to make your practice more profitable, as well as pre-determined exit strategy packages so you can see and guarantee a finish line.

2) Investment Solutions - Access to an intuitive investment framework that allows advisors to collaborate with clients in a way that makes the complex, simple, as well as sustainable for a long term relationship.

3) Culture - Many in our firm are followers of Christ, though it is not a prerequisite. This results in a culture where we proactively engage in activities and dialog with each other and clients with the desired outcome of stronger marriages, families, and deeper faith.

Market
Advisor/RIA
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...