Overview

We are a comprehensive planning and asset management firm with an emphasis on customized and integrated wealth planning for our clients, and a specialty in the area of ESG & impact investing. We are locally owned and intend to remain so, with seven advisors currently and an intention for organic growth. We are open to absorbing small, local RIA practices that are aligned with our values as a B Corp, and like the idea that both they and their clients would be well taken care of in a deliberate community if they join us.

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6 months or more

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