I work for an independent, primarily fee only, mature financial advisory firm with multiple decades' worth of experience. Centered around comprehensive financial planning and investment management, our experienced advisors and operational support staff specialize in high net worth clients across many different industries throughout the US.
Over our tenure we have grown both organically as well as by acquisition. Thus, we have the experience to integrate new books of business into our established processes, and also currently have both the resources and capacity to do so as well - which could allow for timelines suited to your needs all while ensuring the clients receive the highest levels of service.
We have a focused strategy around our firm's growth model, and will consider opportunities that align with our strategy. Currently we have multiple office locations in the Massachusetts and along the coast, and we are looking to further our footprint in New England - specifically in my home state of NH.