Overview

I run a Fee-Only business that focuses on comprehensive financial planning and socially responsible investing. I have 20 years of experience in the personal income tax / business taxes and 15 years as a financial planner. Therefore tax planning is a big part of our service to clients as well. Looking to buy a practice or merge with someone looking to exit the business.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
1,389 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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