Overview

The firm was recently founded in 2018 with a goal of helping as many families as we can regardless of there net worth or investable assets. We are looking to acquire other firms or merge to speed up growth and scale to size. We put a lot of emphasis on marketing and will continue to do so to create growth. We also will be adding on an accounting side to the business in the fall with the addition of 2 EA's. One member will also be pursuing the CFP and the other the CFA.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
649 days old

Business Data

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