$65MM AUM | $600,000 GDC in Dallas, TX
Member is Interested In:
After 25 years in the b/d world we downsized and started our own RIA at the end of 2016. Our team consists of one advisor, one paraplanner and one attorney and we provide fee-only financial planning, wealth management and trust services.
We are interested in finding 1 or 2 like-minded advisors at or near retirement wanting to monetize their practice as they transition into semi or full-retirement.
Unlike the big aggregators we are more concerned with finding a great fit than just acquiring assets. We aren't interested in having a group of advisors that just run their own silo practices. We want to continue building a true team and a fun, family atmosphere.
We are planning oriented (eMoney, MoneyguidePro, Asset-Map. Also use Riskalyze, Everplans, Redtail, Orion, iRebal. Primarily ETF portfolios)
We are based in Dallas and would love to establish a presence in the Denver area.