Overview

Our firm is an RIA owned by 3 advisors. We primarily manage individual assets, but also serve 401k plans. We are CERTIFIED FINANCIAL PLANNER™ professionals and conduct comprehensive financial planning for our clients. We are a high-touch, high-service firm focused on building our firm with clients that fit our ideal client profile. We are open to serving clients outside of our geographic area and currently have clients all over the country. We hope to identify firms that exhibit similar values and philosophies to purchase, as 2/3rds of our ownership team are advisors under the age of 40 and have the potential to serve clients for another 25 - 30 years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
994 days old

Business Data

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