Overview

We are an independent comprehensive financial planning firm, with an advisor and support staff in Colorado and an advisor in Utah. We are looking to expand in both Colorado and Utah, and are interested in either purchasing a soon to be retiring advisor's practice or finding a suitable merger opportunity. We have a comprehensive platform with a unique and very competitive investment platform, and access to all the top rated insurance carriers.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
188 days old

Business Data

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