Overview

We are an independent RIA firm with more than $110MM in assets under management. I joined the firm 2 years ago, and am working to build new relationships and helping people with their overall financial well being. I've worked in the retirement planning business for more than 20 years, and am part of a team with more than 100 years of investing experience with all combined partners. I'm looking to provide a new, professional and well-established home for clients needing financial guidance and solutions.
If you are looking to exit the business, or would like to pass on a portion of your clients to a new place, I'd love to connect with you and discuss a possible transition.

Our firm as acquired several books of business in the past, but this would personally be my first.

Last Activity
6 months or more

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