Overview

We are a boutique, independent hybrid-RIA; predominantly fee-based. We utilize a "financial life planning & financial life management" approach. Every client gets a plan. We utilize eMoney, Redtail, and FinLife. Aside from the planning and asset management, we do have extensive experience in insurance strategies and products. We custody client assets with SEI Private Trust Company. Owner has CFP, ChFC, CLU, RICP, and is earning AEP and Masters degree in Financial Planning from The American College.

We are selectively looking for opportunities to buy practices.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
954 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...