Looking to connect with fee-only RIA firms and solo practitioners to discuss continuity and succession planning. We have experience helping other advisors retire and smoothly transition clients with 95%+ retention!

We are a fiduciary, fee-only RIA firm. Our company has 4 partners (age 35 to 55) and 4 additional team members. We hold multiple CFP®, CFA® and other designations. Our client relationships revolve around comprehensive financial planning, the advice we provide is always in our clients' best interest.

We have a growing, multi-generation client base. Our advisors have earned numerous industry awards and have been featured in the media by the LA Times, InvestmentNews, The Wall Street Journal, Investopedia and more.

Our firm provides comprehensive wealth management, financial planning and ERISA 3(38) retirement plan services.

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