Overview

We are an independent firm in Plano, TX and have been in business for over 30 years. We specializing in high- net worth financial planning and wealth management. We have 3 advisors on staff and are open to acquiring an advisor's practice or having a successful advisor integrate into our system to benefit from our efficient practice management systems and incredible support staff. We also have the real estate capacity to have someone join our office.

Last Activity
6 months or more

Business Data

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