Our firm consists of a senior and a junior advisor, with separate books, along with support staff. We focus on long term financial planning and high touch client service. We operate through the independent channel of a large broker dealer and clear through First Clearing. We merged in order to share an office and take advantage of other benefits of scale and collaboration, and now are considering moving to a larger office space and would be interested in adding another established advisor or two. The right advisor could run their own practice through our Broker Dealer while sharing an office or take advantage of our principal licenses and join our practice directly. Teaming up with us in either scenario would offer a quick way to attain independence and set up shop in a cost effective manner. An established advisor doing around $300k/year gross would be eligible for compensation from our BD for moving as well.

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Clearing Firm / Custodian


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