$120MM AUM | $900,000 Rev in
Our firm is part of a family of professional services which include; Finance, P&C, Legal, Accounting, Real-Estate, Group Health Insurance, as well as Life Insurance and Annuities. The Independent Investment Advisory operates on Fee Based Wealth Management, Financial Planning, Group Retirements and Risk Management. In addition to the RIA, we operate a state licensed GA. We're constantly evaluating ways to improve our client experience and implement technology in suitable ways to increase the impact of our advisors and their support staff. We all came into the industry from the Captive Insurance world and understand the limitations of those models and want to provide an environment that not only facilitates the strengths of the advisor but allows them the freedom to develop their own workflows to better meet their speed and comfort all while fairly compensating advisors.
We're looking to expand our practice into new markets and identify individuals whom we can support as they transition into the next stage of their careers.