Overview

We are a primarily fee based practice and provide holistic financial planning as part of our asset management process. There are two partners each with over 18 years of experience. We built a successful financial planning practice for another advisor who had indicated over multiple years we would succeed him in the practice, but that changed when his son entered the business. We broke away and started our own firm in 2018 from zero with an intention to build our own firm up to around 100-150M of assets under management. Our goal is to accomplish this by natural referrals, light marketing, and buying other smaller firms who don't currently have a succession plan in place. We utilize a combination of mutual funds, ETFs, stocks and bonds in our portfolios with a focus on low cost, high quality investments. We offer full financial planning that includes insurance reviews and have 18 years experience selling and servicing annuity products. While annuities are not a focus or large part of our practice, we have a number of clients with existing annuities that we service by being registered with PKS to help service and maintain those policies. We are looking for existing practices for sale, ideally $50,000,000 and below in assets under management.

Market
Advisor/RIA
Last Activity
within 4 months

Business Data

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