Overview

We're an established, independent firm who's been serving clients for over 30 years. We're looking to expand our team, currently comprised of four wealth advisors (IARs) and three support team members. Ideally, we would welcome a younger solo advisor or a smaller advisory team currently in the independent or wirehouse channel, seeking greater scale through improved operational efficiencies, robust support resources, industry-leading technology, and/or reduced overhead. We have key resources available to help facilitate a smooth transition. We currently use Schwab as our primary custodian though Fidelity available. Technology stack includes Salesforce, Orion, Money Guide Pro / Wealth Studios, Pontera, and Holistiplan.


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