Overview

We focus on holistic financial planning. We are also portfolio builders utilizing discretionary accounts. We manage approximately 600 households and 97% of revenue generated is recurring, fee-based.

No book is to small or too large at this point.

My partner is a CPA and owns an accounting practice where we have a mutual referral relationship. We have also teamed up with an insurance agency and an estate planning attorney and are all housed in the same office. We have created a one-stop shop feel to our office.

We are looking to add to our team.

We've got the ability to add advisors with tax backgrounds or CPAs with licenses and investment books. Not a necessity but a plus. We've already begun implementing this in our practice but require more resources in order to meet client demand.

We're also open to bringing an advisor on and being their succession plan. We have a full-suite of services to offer clients and add value.

We are growing, excited, and looking for the right person to be part of something bigger than ourselves!

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