Overview

We are a fee-only business that has been around for 10 years. We operate efficiently and make strategic use of technology for the benefit of our clients. Owner has CFP(R) designation, and teaches financial planning classes at various universities. Owner is 40 years old, has a Master's in Data Science, used to make the practice more efficient and determine what works in prospecting. He further has completed a Ph.D. in Financial Planning and uses research-based practices to help clients make the most informed financial planning decisions. All growth has been organic, through referrals and strategic partnerships with divorce and estate planning attorneys.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,005 days old

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Insurance Business

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Technology Solutions

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