Overview

We are young advisors, early 50s, with almost 30 years of experience each. While most advisors with our experience in the industry are starting to plan their own retirements, we are young enough to be here for the long term to work with a sellers older clients as well as those clients children and grandchildren. Our location has in excess of $400M in AUM and is supported by 3 long tenured CSA's similar in age to us. Most of our client relationships go back at least 15 years and span 2, and often 3, generations of a family. We focus on comprehensive planning and work with our client base on mainly a fee basis. Our main equity investments are made thru ETFs, Mutual Funds & SMAs.

Market
RIA
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this month

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