Overview

We have a significant business (and expertise!) in advising qualified retirement plans, both for municipal governments and corporations. We also have a great Wealth Management business with over $500,000,000 in AUM. Client portfolios consist primarily of mutual funds, ETFs and coupon bonds. Financial planning (for which we use eMoney) is a key component of our service model to Wealth Management clients.

First and foremost, we are interested in talent, people who want to both contribute to a dynamic organization and to grow their book of business. You may have a skill set that you'd like to focus on and leave the mundane to someone else. We're also interested in people who want to transition their clients to an ethical, competent advisory firm as part of their near or long-term retirement strategy, both professionally and monetarily.

We are open to consider mergers or the purchase of your practice. We can support a branch office. We can absorb those members of your staff you consider to be excellent. We are flexible.

Market
RIA
Last Activity
within 2 months

Business Data

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