We are an RIA and BD house that is focused primarily on fee only business while focusing on all aspects of financial planning. We are interested in acquiring mostly fee based practices or commission that could be converted to fee. We do manage our own portfolios in house for our clients as well as for other advisors with an independently verified track record dating back to 1999.
Estate, tax, liability, financial, insurance (life and health), property causuality, banking, business accusitions, succession planning, Defined & Deferred compensation plans.
We have in-house access to large Tax Law, Accounting and Insurance divisioins.
We are looking to increase our footprint within our state and other states buy helping others join our team, succession planning and/or exit strategies.
Thank you for considering us!