Overview

We are a 100% fee based practice with CFA/CPA credentials providing high end full financial planning services to 35 relationships averaging $4,000,000.

We have a proven track record of concierge white glove service with a substantive goals based approach to solving client needs. We are well experienced in estate planning, trust utilization, income/gift tax preparation, executive compensation planning, business succession planning and creditor protection strategies.

Although we are still in growth mode, we are looking to work with advisors looking to transition their practices where they know their clients will find a good home.

Market
RIA
Member Level
Basic
Last Activity
within 6 months
Listing Age
120 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...