We are interested in starting conversations with advisors exiting the business or looking for a succession plan. We would like to become a trusted partner as they transition out of the business, earn the trust they have built with their clients, and provide them the assurance their clients are in qualified hands.
A little about us:
As an independent financial advisory firm, we place our clients’ interests above all else and have done so since our founding in 1985. We are service-oriented, education-focused, and strive for professional excellence. We exist to create value for others, simplify the complex, and help those we serve develop a sense of confidence, clarity, and a sense of direction about their future. With a strong sense of purpose and teamwork, our entire team has remained true to our mission: providing the experience and objective guidance that empowers clients to pursue their goals.
Our main office is in El Segundo California but we have additional offices in Southern California and Oahu Hawaii.