Overview

Our organization is comprehensive planning and investment management firm for individuals and families. The firm has a CFP/CPA and a CIMA, The core value within our company structure is open communication. transparency, and trust. We exude those core values from the moment we pick up the phone through the duration of our relationship and due to that factor our company was listed Best In State by Forbes Magazine 2019,2020, and 2021.

I am looking to speak with like-minded advisors, who share our passion and enthusiasm within the Dallas/Fort Worth area that's looking to succeed in their business right away or within the next two to three years. We are pre-approved for financing and open to start negotiations immediately.

We would approach any potential acquisition candidate the same way we communicate with our clients by listening and understanding what your goals and aspirations are for exiting your life’s work.

Market
Advisor/RIA
Last Activity
today

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