Overview

Hi there, we are interested in connecting with you. We are a Rocky Mountain based RIA (hybrid), seeking the right strategic opportunity (the right fit). Our main office is downtown Denver, CO. We have twelve offices in the region. Your location is within our region. We are connected to three prominent CPA firms in the region. We are a hybrid RIA firm, strategically connected to three large CPA firms. We and the CPA firms are expanding in the rocky mountain region. We look forward to hearing from you. If I am in touch with you, this means we have a CPA firm in your market, and we are looking to expand into your market. In most cases, we put the financial advisor team inside of the CPA firm. Close proximity is key to our structure (advisors a few feet from the CPA partners).

We're seeking "win-win" merger, tuck in, or acquisition opportunities.

Feel free to check our Website at ___ and ___

My personal email is ___ and direct phone number is ___-___-____.

Thank you,

Micah J. Lang
Managing Director
___-___-____

Last Activity
6 months or more

Business Data

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