Overview

Independently owned Hybrid RIA. Multigenerational family firm. CFP(R) and lead with financial and life planning and but also have strong background in investment management. Recently hired additional support to prepare for growth in next few years so now excited about expanding. Primary focus is to initiate conversations with advisors looking for a values driven advisory practice to transition clients to over a 2-5 year period. We want to help advisors craft a transition plan that honors both the practice they created and provides a comfortable transition for clients to be serviced and cared for into the future. Also open to discussions with advisors who want to leverage an established hybrid RIA in order to gain scale and better empower them to focus on client relationships. Open to sharing ideas but will be selective in seeking advisors with shared values.

Market
Advisor/RIA
Last Activity
this month

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