Full service practice looking to grow by acquisition. Have a successor coming onboard once this is accomplished, to work into eventual practice ownership over the next ten years. Practice is dedicated to customized portfolios for our clients, who tend to be very loyal. We use a combination of stocks, bonds, funds, etfs and, where appropriate, annuities. We act as the financial concierge for each household working with us, often weighing in on decisions which come under the financial planning umbrella.