Overview

Planning oriented, fiduciary wealth management firm. We are located in Phoenix/Scottsdale, AZ as well as Dallas, Texas. With over 25 years of experience, we are a planning oriented firm that believes in a disciplined, low cost, tax-aware, passive investment philosophy using Blackrock, DFA and Vanguard. We plan on being in the business for several more decades and would like to continue to grow organically as well as through thoughtful acquisitions. We have experience with a successful acquisition in 2021.

Our Managing Partner and lead advisor is 48 years of age. Our team includes 3 Advisors, a Director of Operations, a CPA/CFP planner and an admin. We use Buckingham (CPA focused TAMP) for our back-office and portfolio management platform.

We are currently seeking a like-minded firm that puts their clients planning first, acts in a fiduciary capacity and shares a similar investment philosophy that should be largely focused on comprehensive planning and behavior management rather than market forecasting. The ideal timeframe is someone who wants to sell within the next 24 months or establish a continuity plan in the event something happens to them.

If you are considering retirement, want to sell your firm, or you want to establish a continuity plan to protect your family and clients in the event something happens to you, we would love to talk with you.

We have the capital available to make a successful acquisition. And, of course, integrity and work ethic are our driving values toward client advice and excellence.

We look forward to hearing from you.

Last Activity
6 months or more

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