Overview

We are a Registered Investment Advisor located in Orlando, FL. We provide financial planning and wealth management services to our clients. We believe in working along side our clients as their trusted advisors to help achieve financial success.

We are a fee-only advisement firm utilizing Schwab as custodian. We use highly sophisticated investment products within our proprietary aggressive growth investment strategy to provide our clients with world class returns. We provide world class service by providing clients with full access to their assigned Certified Financial Planner, Investment Advisor, and Client Relationship Manager. We are fiduciaries and do not see any external products nor partner with any broker/dealers, buy-side research firms, or insurance companies.

We operate very lean and measure ourselves on 6 key performance indicators on a quarterly basis. These KPIs are: Retention Rate, New Clients, Client Meeting Rate, Alpha, Portfolio Drawdown, and Average Assets per Client.

We plan to grow both organically and inorganically, therefore seeking like-minded firms to partner, merge, procure and expand with.

More information can be found on our firm website: ___

Market
RIA
Last Activity
within 4 months

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