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”.

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