Overview

We are a RIA with two partners, Managing Partner is a CPA and CFP while the second partner is a CFP's. We have been affiliated with a CPA firm and share and have a strong background in personal, trust and estate areas which works well with our Financial Planning objectives. We do not sell products. The practice began in the early 1990's. We have been experiencing growth over the last 10 years and would like this to continue. Managing partner is in his 60's while the other partner is in his mid 30's. We have a well established client base and our client turnover is minimal. Our clients trust our opinions and value our service.

We are looking to keep growing organically but if the right opportunity arose we would look at a potential purchase.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...