$52MM AUM | $500,000 Rev in
Our mission is to give advisors a platform that embraces technology, guides on regulation, and inspires them to be amazing. We will migrate over a billion in AUM by the end of the year.
We believe the business owner Advisor knows what’s best for their practice and we want to be their platform of choice for market accessibility, digital transformation, leadership, and acquisition opportunities. We will not accept legacy business processes or ideology to dictate our go forward. To be the leader we will continually provide due diligence on custodians, operations, technology, and investments. The firm will never be completed as long as regulations, services, and attitudes change.