Overview

Our firm helps individuals and institutions with holistic financial planning including tax, estate, corporate trustee, business exit, and compensation planning. Our firm works to provide Advisors with the tools they need to help their clients with any need an individual or institutional client may have. Please contact us with any questions. We look forward to helping you.

In helping others to prosper over the years, Our company has prospered as well. Today, we have grown in excess of 100 employees. The markets we serve have broadened too. Now managing over $4 billion in assets in our RIA. In addition, our firm has a full service TPA and Recordkeeper that serves over 1,000 institutional plans in the education, local government, and corporate business segments. We work in 401k, 457, 403b, and deferred compensation space in addition to individual clients. We have offices in Austin, Dallas, Fort Worth, El Paso, McAllen, Houston Texas. In addition, we have Chicago, New Orleans, Albuquerque, Temecula, and La Jolla California. Our focus as a firm is to provide a platform that generates leads for teams throughout the country in public and private sectors, while providing a platform of planning, compliance, onboarding, and portfolio management to make your role easier. We have created a dedicated marketing and PR team to invest in Advisors who join us. Through our team of planning experts and NextGen Advisors, we offer succession planning for Advisors of all kinds. Our focus is to get you in front of people and the resources to grow in all areas of wealth management.

Market
RIA
Member Level
Premier
Last Activity
today
Listing Age
429 days old

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