Overview

Our registered investment advisory business was formed in 2014 with three partners and we provide fee-only wealth management services. Designations include Chartered Retirement Planning Counselor and Accredited Investment Fiduciary with over ten years of experience. We are seeking to acquire/merge with an advisory practice between $5m and $20m AUM. We are also open to advisers joining our firm.

In addition, we are willing to help sole advisers create succession plans and business continuity plans. We specialize in client relationship management, digital marketing, and technology integrations. We look forward to speaking with you about your goals.

Market
Advisor/RIA
Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Insurance Business

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Technology Solutions

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