Market
RIA
Member Level
Chalice
Last Activity
within 2 months
Profile Age
60 days old
General
Location
Houston, TX, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$250,000,000.00
Gross Revenue
$4,000,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

Financial planning firm with in-house investment management and planning with a focus on wold-class service. Our Retirement 360™ process answers the big questions every family faces in retirement. Risk management, Income Planning, Tax Planning are the first 3 steps then we move into Health Care planning and Estate Planning. Our Core4 framework integrates financial planning and investment management into one experience with a focus on reducing risk, increasing income and paying less tax.

Our company has experienced 100% annual growth for consecutive years organically. Looking to begin discussions about acquiring or merging smaller firms in ours that want proven processes, systems and support. Option to say aboard and work directly with your clients or we can build a transition plan if you're looking to retire or get out.

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