Overview

We are a rapidly growing Independent RIA located in the Austin area looking to grow by strategically acquiring firms or talent.

We maintain three divisions: (1) a fully independent financial planning and wealth management practice, (2) a growing business consulting division where we do business valuation, business assessment & exit planning, and (3) a retirement plans and benefits division where we design both qualified and non-qualified retirement plans (executive bonus plans), as well as offer group benefits.

Other details: two main principals with 25 years each of experience, CEO is CFA, co-owner is ChFC, Three additional advisors, including two CFP's. We maintain a general insurance agency, and we are a Dave Ramsey SmartVestor Pro team.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,004 days old

Business Data

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Clearing Firm / Custodian

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Insurance Business

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