Overview

We have carefully constructed a team with the knowledge and credentials clients can feel confident in. And we strive to maintain our clients' confidence in us each and every day, whether through our direct interactions with them or in the work we do behind the scenes. One of the team's founders is an individual with 13+ years experience in the industry and the ChFC accreditation. The other founder is an associate professor of Finance with expertise in retirement investing gained through 10+ years of academic research. This research has earned academic publication awards and has garnered national recognition in the popular press (The Wall Street Journal, USA Today, Marketwatch, Pensions & Investments, Morningstar, etc.). The chief investment officer is also an associate professor of Finance with expertise in retirement investing gained through 10+ years of academic research and has earned similar national recognition for his work. We have a client services manager with 13+ years of experience in the industry that our clients always speak very highly of. We have the capacity to make a transition seamless for advisors and the knowledge and experience to give clients confidence in their new team.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

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