$75MM AUM | $825,000 GDC in
Overland Park, KS
We are a growing independent RIA practice focused on pre-retirees, retirees and business owners. We manage all of our money in-house for our clients. We’ve created a detailed process called The True LifeMap FORMula that helps our clients aspire to the work-optional lifestyle they envision.
I’m hoping to find a practice to acquire and double or triple the size of our firm.