$850MM AUM | $7MM Rev in
Our goal is to help simplify the complexities of our clients lives through our various service offerings. We are financial planners and tax professionals. We offer a bundled service of investment management, financial planning, tax preparation/planning. We believe this gives us a unique offering and a true value add to our clientele.
I am always interested in meeting great people no matter what the eventual outcome. We have completed all sorts of transactions including, mergers, acquisitions, tuck ins, and have many creative solutions if our visions align. We are 100% employee owned and always open to more shareholders, a merger, or even an acquisition with the right match.
Are you younger and looking to gain equity, get to your goals faster, be part of a team? We have great need for your skills and energy with retiring advisors and succession planning. Are you an experienced advisor looking to find succession and pass on your legacy? We have great youth to help you transition over time or in the near future.
Perhaps there are some interesting opportunities we should be exploring together. I invite you to contact me about anything of interest.