Overview

Fee-Only Financial Planning and Investment Management Firm looking to grow through acquisition and/or adding producing planners. We value an ethical approach and personalized service. CFP(R) designation is a necessity. We use individual securities, ETFs and open-end funds.

If you are looking for partnership opportunity or a succession plan, let’s start a discussion.

Market
RIA
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...