$1.1B AUM | $7.2MM Rev in
We are a growing practice of like minded financial professionals who put their clients first above all else. What makes our firm unique is that we are for advisors, by advisors. Every financial advisor at the first has the opportunity to get involved in running the firm if they so choose. Through this model we have built a strong practice by combining several independent practices in our local area. We are looking for partners who put an emphasis on financial planning and getting involved in their local community.