Overview

We are an wealth management and advisory firm located in Norfolk, VA with clients spread throughout the east coast. Our team comes from an institutional investing background, and are now looking to acquire existing books of business or merging with like-minded advisors. We are independent and fee-only, and look to acquire the same.

Our firm is very fee-conscious and data-driven. The investment portfolios are made up mostly of low-cost ETFs. We offer a variety of internally-built model portfolios using ETFs, which vary based on risk tolerance and other factors (including ESG). We also manage equity portfolios for some clients and recommend alternatives in limited situations. Client assets are held at Schwab and Interactive Brokers.

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