Overview

We are a growing comprehensive practice interested in quality, not quantity. We have strategically built scale with younger professionals in order to assist tenured advisors through succession. We would also be open to acquiring or merging with smaller firms that want to be a part of something larger than a solo but not trying to grow so rapidly we lose focus on clients, culture and quality.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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