Overview

A DFA advisor with a CFP and EA. We provided holistic financial planning along tax conscious wealth management. Our focus is towards Self-Employed individuals planning for the future while taking today's tax liabilities into account as well.

We are looking to acquire a like minded firm or be a succession plan for like minded advisors.

Market
RIA
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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