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.

Market
RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,104 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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