Overview

Leading with comprehensive financial planning, we have been managing discretionary portfolios for more than a decade, very successful with our individual equity portfolio (in its 4th year) as well as ETF and Mutual Fund models, and very fortunate with our 3 practice acquisitions over the past 20+ years. We also have a very regimented service mentality, a APMA®, a CFP®, ChFC®, advisor in licensing and a 2nd year advisor studying for his CFP®.

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RIA
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