Overview

Company Overview -- Our firm is a multi-advisor ensemble practice with over $1.5 Billion in AUM. We provide our Independent Advisors the ability to leverage our team of experienced CFA's & CFP's, to help them scale their businesses. Advisors also have the ability to partake in our in-house continuity / succession plan, as they look to wind down their working years.

Personal Overview -- Advisor with $70mm in AUM, mostly in managed accounts. Financial Planning oriented client service style, with a focus on providing clients with a a modern digital experience for both in person & phone meetings. Looking to partner with Advisors who are looking to phase out over the next 5-10 years.

Market
Advisor/RIA
Last Activity
this week

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