Overview

We are a fee-only NJ based RIA run by three partners in their late-30s. We have a holistic planning approach to working with high net worth clients. Two of our partners are client facing and one acts as our Chief Investment Officer. Our clients are located across the country and we strive to meet with clients in-person at least once a year. We are looking to acquire a practice with a similar client demographic and a client comes first business practice.

We are open to all sorts of selling arrangement from an outright sale and retirement to a sell and stay. Two years ago we acquired a firm and the acquired advisor was able to transition to retirement smoothly.

Last Activity
within 4 months

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