We are a practice of 4 Advisors, with offices in 3 states: Utah, New Jersey, and Arizona each office has full time staff to help support each advisor all staff members have or are working toward their FPQP designation. Together we have over 45 years of experience with designation of MBA, CFP , RFC, CRPS, CRPC. Our business is mainly fee based and some transactional accounts. We offer all financial services with a CFP model: Our commitment to every clients we serve is to always use integrity in our planning process and to always put the client’s need and interest first.

We are looking for an opportunity to take over a business of a retiring advisor or be a successor to that firm so that a plan is established for a buy sell agreement in either state UT, AZ, or NJ. We would be working with that advisor/Frim to help the clients through that transition.

Mike Carmichael (cell) ___-___-____

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities


Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions


CRM Systems