Overview

We are a family practice that uses a very client centric model to serve our clients. We believe in planning and helping our clients make the most important financial decisions of their lives. Our team has successfully acquired 7 practices in the past 19 years. Our most recent acquisition was out of state and has been very successful. Our goal is to find other practices that have the same focus and want to transition to a team that they know will take care of the clients as they have in the past.

Market
Advisor/RIA
Last Activity
within 2 months

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