Overview

We are a team of four advisors in Fairfax, VA who largely focus on fee based asset management and financial planning. We are interested in acquiring or partnering with another advisor who's book of business and overall approach runs parallel to our approach.

Last Activity
6 months or more

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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CRM Systems

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Resources
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