Overview

Boutique independent financial planning group looking to grow through small acquisitions and mergers to supplement robust organic growth. We have established back office team with access to CPA's, CFAs, & CFPs to support transition of advisors and clients. Ideal candidates would be either teams or individual practitioners looking to leverage our established resources.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
1,175 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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