We are a team practice with 3 Kansas office locations in Newton, Abilene and Salina. Our focus is on provide an exceptional client experience with a strong focus on providing clients with comprehensive advice. We currently have 4 advisors on our team with a dedicated financial planning process. Our advisor team has two CFPs with all advisors having at least one designation. Nearly 85% of our revenue is recurring. We are looking to add advisors or merge with a practice in the Salina, Kansas or Newton, Kansas. Our advisors range in age from early 30's to early 60's.

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6 months or more

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