Overview

We want to be part of revolutionizing the financial planning and wealth management industry. We are a mission-focused organization built around individuals who care deeply about serving our clients and having a meaningful impact on the lives of our clients and teammates. We believe the fiduciary, impact-driven model for wealth management should be the dominant model in the industry and we as practitioners need to move past apologizing for scale. We can build a culture and mission-driven company that shakes up the industry and benefits all involved.

Founder grew small RIA business from 150 clients and $200mm AUM to 600+ clients and $1.1 billion AUM over 10 years through mostly organic, referral growth. We are looking to build a company of national scale through organic growth and selected, culture-fit acquisitions. We want to apply what we learned in the past 10 years to create an amazing place for our team, clients, and communities.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...