Overview

We are a boutique RIA with two advisors (ages 48 and 51) and one business development person. Two-thirds of our clients are in FL. We have several dozen high net worth households, including some ultra high net worth, thus we're accustomed to addressing a wide range of needs. We have grown organically and steadily via our robust referral program, which continues to expand. Many of our clients have conservative to moderate risk profiles, so our portfolios lean heavily toward dividend-paying stocks, REITs, and individual bonds. We strongly believe that the growing number of aging baby boomers will be a boon to the healthcare sector, and we have our clients positioned accordingly. Ideally, we're looking to acquire or merge in advisors or brokers that are looking to transition out of their businesses. We are open to any deal terms that both sides view as a win/win.

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