Overview

We provide dedicated and individualized financial services and resources. As financial planners, CPAs and Investment Managers, we operate in varying capacities for clients to address what is most suitable for them. Our team provides the highest standard of care while creating comprehensive investment and financial solutions. We are experienced, relationship driven, proprietary Investment Managers and trusted advisors. We have national accounts and spend a great deal of time in varying areas and resultantly are not constrained by geography. Collaboration with other advisors is critical to our relationship building and client service model.

I am in search of acquisition(s) or being part of a comprehensive structured succession plan for retiring advisors or advisors who seek a continuity plan. My professional experiences lend to understanding an advisor/owner's motivations. We emphasize the importance of the client and advisor in any purchase or continuity plan.... and we are sensitive to both on how we work to structure a unique plan for all.

Our firm operates both Fee-based advisory services as well as traditional FINRA related activities. Resultantly, we have a sensational relationship with a large supportive independent hybrid B/D who allows us to "create", "originate" and navigate with true autonomy thats backed by former FINRA/SEC auditors for our compliance needs.

Market
Advisor/RIA
Last Activity
within 2 months

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