Overview

We are a fee-only independent RIA that is looking to grow in the Jacksonville area. We function as our client's personal CFO, getting involved in all areas of their financial lives. We are owned by a regional CPA firm so there is really no area of a client's financial life that we can't assist them with. We are looking to purchase other fee-only or fee-based advisors that currently don't have succession plans or don't have scale. We currently have sophisticated software in place that assists with planning, reporting, trading, and CRM. If a firm has existing staff or advisors that want to join our firm we would be willing to discuss this.

Last Activity
6 months or more

Business Data

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