$380MM AUM | $2.7MM Rev in
Looking to meet with fee-only RIA firms and solo practitioners to discuss continuity planning and succession planning. We have experience helping other advisors retire and smoothly transitioning their clients with 95%+ retention!
We are a fiduciary, fee-only RIA firm. Our company has 4 partners (age 33 to 53) 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 multi-generational and growing 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.