Overview

We are a fee-only planning firm and are CPA/CFP owned and operated. We use TD Ameritrade as our custodian and eMoney as our financial planning software. We are looking to acquire an RIA if it is the right fit, both in terms of size and similarity in philosophy / operations.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,071 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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