Overview

We are a Father Son team. Have a third advisor that works part time and helps with client service, also have 2 other non-licensed staff. We are growing and looking to collaborate, merge, or acquire other practices.

We consider ourselves generalists, we don’t really have a "niche." But we do work very close with a couple accounting firms and an estate planning attorney.

Work locally and virtually, have clients all over the US.

Last Activity
6 months or more

Business Data

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