$5MM AUM | $60,000 Rev in
Solo fee-only RIA looking for strategic opportunities to grow the firm. I would be interested in buying a practice or partnering/merging with a firm that shared complimentary philosophies and skill sets.
I manage discretionary investments, but am primarily focused on comprehensive financial planning. I developed a somewhat unique fee structure that more accurately expresses the value of financial planning and more objectively reflects complexity and affordability of a client's financial circumstances. I aim to have a high touch, high quality service model with all clients and have recently added tax preparation (I outsource to a CPA firm) as part of my comprehensive services. I started my firm to help people I enjoy working with and to develop a high standard of care within the financial advice industry.