Overview

We are a growing financial planning firm looking to acquire practices or have someone merge into our firm. We use a third-party investment advisor, focusing our efforts on planning and behavioral finance. Other technology includes eMoney, Redtail, Redtail Imaging, ScheduleOnce, Riskalyze, Everplans and Constant Contact. Our firm's core values are:

• We love our clients. If you love someone, you put their needs ahead of yours. You do what is right for them. You go the extra mile.

• We provide white-glove service. Our clients are busy. We go above and beyond to make their lives easier.

• We are data-driven. We use research to guide and inform our decisions.

• We believe everything speaks. Details matter. Our offices and all client-facing materials are “show ready”.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...