Overview

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.

Market
RIA
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...