Overview

We're an RIA looking to bring on established advisors and offer succession opportunities for those looking to retire or plan their exit.

We are 100% independent with an insurance division and utilize ETFs, Index Funds and Mutual Funds to create client portfolios within our office through our CIO and analyst. We can and do use a limited number of SMAs.

We utilize behavioral based financial planning to help our clients dig to the root of what they want to accomplish in their life. The information from this process is utilized in our clients financial plans which are reviewed on an annual basis or more frequent as established in a contact schedule with the clients.

We believe an educated client is more likely to stay the course during turbulent times so we provide ample opportunity for our clients to connect and learn about what they own and how their portfolio is constructed. We do this by writing our own weekly commentary in house, we host quarterly events where we bring in a fund manager to speak, we have lunch and learns in our office and we push content through various online social media platforms.

We'd love to connect with you and chat if we're a good fit for each other.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...