Overview

We formed our firm in 2003 as we were tired of the Proprietary Broker Dealer environment that yes, took care of your bills, but provided minimal service and a low payout. Since establishing our firm, we have been able to run our business more profitably, control our destiny, have autonomy on how we serve our clients and create a transparent environment that all advisers can benefit. Our motivation to find the right few advisers to join our firm is two fold:

1. Continue to expand our firm's name in the community.

2. Strengthen our continuity planning to allow us to serve our clients for generations.

With emphasis on collaboration, holistic personal planning and corporate retirement plan management, we are process driven in all that we do. Financial Planning, Independent Investment Management, Insurance Design and Fiduciary Protection for Corporate Retirement Plans.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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