Overview

I'm a fee-based independent RIA firm utilizing tried and true investment principles and traditional equities to manage client assets according to the Golden Rule. Most of my clients have been with me for many years and are used to a personal touch and service-oriented Advisor. I’m ready to consider either a merger and less responsibility or possibly a sale. Please note that my clients are mostly regular people and are not high net worth; so if you only want large clients, I’m not the right fit for you. I care for my clients and don’t want to sell a firm or an Advisor that can’t see value in helping smaller clients. Call nine zero four four seven one three four seven one.

Last Activity
6 months or more
Listing Age
433 days old

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