Overview

Our firm is looking to expand. In 2020, we completed our first succession plan with the original owner of a mid-size local RIA practice. Now 100% female-owned, we are looking to continue on this path.

We pride ourselves on customer service and client retention, focused on the client and their needs. We offer customized financial planning, active investment management, limited partnership, 1031 exchange service, annuity, life, health, and long-term care insurance. Each client will receive full access to our team, including our established tax practice offering in-house personal and small business tax services, including payroll, health insurance, and retirement strategies.

Please consider our company and provide your clients peace of mind that they are in good hands as you look forward to your next chapter. We would love to sit down and hear your plans and how we can partner together.


Last Activity
6 months or more

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