Overview

Our M&A objectives focus on acquiring like-minded independent registered investment advisors (RIAs) that align with our culture, client servicing approach, and investment philosophy. Our goal is to enhance our comprehensive financial services, including wealth planning, investment management, equity investments, and fixed income, by integrating firms that share our commitment to long-term client relationships, individualized financial planning, and a commission-free business model. We seek partners that value mature, steady, and authentic interactions, and are dedicated to simplifying the complexities of financial planning and investing for clients. Our strong resources in investment management, wealth planning, and compliance provide a robust platform for acquired advisors to leverage, ensuring a seamless integration into our firm and the continued delivery of exceptional service to our clients. By expanding our team with advisors who fit into our culture and goals, we aim to strengthen our position as a leading RIA and enhance our ability to meet the diverse needs of our clients.

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