Overview

We are a fee-only RIA based in Stuart, Florida. We are a modern firm with a common-sense approach. That means that our policies, communications, and fees are such that if we were the client, we would be comfortable with them. We fully embrace the fiduciary standard of client care. To us, being a fiduciary is more than a legal standard, it is a mindset to permeates every aspect of our business.

Advisors who want a uniquely tailored transition that reflects the culmination of a successful career will find a home for their life's work with us. Two of our core strengths are our willingness to do nothing and an ability to do anything. Our willingness to do nothing means you are free to run your business as you like, with no bureaucracy, no directives or production quotas. You can have your own brand and remain your clients’ trusted advisor. We have the flexibility and creativity to achieve your needs by sculpting solutions and deal structures. Enjoy the lifestyle you want while creating a lasting legacy, all on your timetable and your terms.

Market
RIA
Member Level
Basic
Last Activity
this week

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