$100MM AUM | $550,000 Rev in
We are a fee-only ensemble RIA practice seeking to grow. We provide a comprehensive wealth management service to individuals and families incorporating goals-based financial planning, tax planning and preparation, and investment management and advisory services. Our fee structure is a fixed fee model specific to each client. Our investment philosophy is low-cost, index-based. We are looking to partner with like-minded advisors interested in a team-approach to client service.