Overview

We specialize in comprehensive financial planning, investment management, and tax planning for a small number of high-net-worth clients. We are considering merging with other firms that share a vision for this type of client and building a large presence in Arkansas. Specifically, we would be seeking an advisor or team that has a book of business, a local presence, and a drive to build a large enterprise-style practice. We have significant back-office support, investment managements strategies, technology, and marketing/design resources which we are not open to changing. However, these resources could add significant value to advisory firms that prefer to focus on client relationship management and business development.

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Business Data

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