Overview

We are a group of 4 advisors plus staff looking to grow. We have experience in transitioning books of business (through both continuity and succession) and are interesting in growing by either purchasing a book of business or adding another team member.

We share infrastructure through our OSJ, which includes marketing & operations support, a planning department and a Medicare specialist. By surrounding our team members with the resources we need, we continue to grow our practices and at the same time get time back on a weekly basis. We have the resources of a typical wire house in an independent environment.

We also specialize in continuity and succession consulting assisting financial advisors.

We can help you:
- Value Your Business
- Protect Your Business
- Maximize Your Value
- Realize Your Equity

**We are also interested in growing the array of services we can offer to our clients by adding an in-house P&C agent and CPA.

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