Overview

We are a comprehensive financial planning, wealth management, and risk management firm. Our group manages approximately $350M in AUM, we have a staff consisting of 4 CFPs, a CPA, and a CLU with over 100 years of combined industry experience. The majority of services are rendered via our Registered Investment Advisor but we do affiliate with Purshe Kaplan Sterling for our broker dealer needs. We are interested in practice purchase and/or strategic mergers if the merger would bring economies of scale for both firms. The senior partners are in their early sixties and are desirous of building relationships with practitioners dedicated to delivering high quality client experiences in a healthy teaming environment.

Market
RIA
Last Activity
6 months or more

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