Overview

This is Financial Planning PLLC that is run in conjunction with a separate CPA firm also listed. The CPA firm focuses on small businesses and owners. Financial Planning of brokerage accounts is a continuation of those services. Assets under management are based on a fiduciary model of billing as a percent of assets. Investing philosophy follows Modern Portfolio Theory and the use of Asset Allocation Models. The majority of Assets are retirement accounts of securities offered through Schwab and Fidelity. Buyers must be able to integrate CPA practice into purchase.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
109 days old

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