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, Holistiplan, 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, AEP and is earning Masters degree in Financial Planning from The American College.

We are selectively looking for opportunities to buy practices.

Last Activity
6 months or more

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