Overview

We are an RIA interested in buying independent advisor practices, recruiting other advisors to join our firm, and becoming the successor for advisors looking to exit the industry. We have some hybrid advisors who are affiliated with LPL Financial as a broker/dealer and other advisors who are RIA only with no broker/dealer affiliation.

We provide comprehensive financial planning using eMoney Advisor, and our CIO is a CFA Charterholder who manages proprietary investment strategies that complement clients' core portfolios.

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within 6 months

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