Overview

We are looking to acquire books and add advisors to our firm. Would consider a merge with the right candidate. We have a hybrid business model that allows for advisors to do only fee based or fee based and commission based. We also offer hourly / by design fee based planning services.

We have team members covering multiple areas of expertise that gives us the ability to be inclusive of business and personal clients' needs.

We are trying to grow our revenue base intelligently through acquisition while helping advisors find suitable homes for their clients and helping advisors transition to their next step in life.

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