$275MM AUM | $2.5MM GDC in
We are a true full wealth management practice that specializes in financial planning and manages the majority of our clients money with discretion. We are independent but affiliate with a well-respected broker dealer. We are looking to grow our practice with book acquisition and finding transition opportunities for retiring advisors. Additionally, we are interested in finding experienced advisors associates to assist with servicing our practice that need more time in the industry and potentially could become a partner.