$60MM AUM | $600,000 GDC in Dallas, TX
Member is Interested In:
We recently left the broker/dealer world after 25 years to re-boot and start our own RIA at the end of 2016. Our team consists of two advisors, one attorney and we provide fee-only financial planning, wealth management and trust services. Interested in working with advisors at or near retirement wanting to monetize their practice as they transition into semi or full-retirement.