Overview

We are a growing RIA focused on holistic, goals-based planning and asset management services. We are two advisor partners based in Mountainside, NJ, looking to expand to additional offices in Florida and Monmouth County. Almost entirely fee-based, we are also building a fee-for-service model for low asset, planning-intensive clients. As wirehouse escapees, we are excited to service our clients on their terms and to be thoughtful in how we grow the practice. Our objective is to continue to build a practice over the next 15+ years catering to mass affluent individuals and families. We have focus and specializations in small business owners, corporate executives with stock plans, women and SRI. Designations: CIMA, CSRIC. Experience: advisor1 - 22 years, advisor 2 - 8 years.

Market
RIA
Last Activity
within 3 months

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