Overview

My partner and I lead an experienced planner group with multiple advisors and experienced support staff with over 100 years of combined experience in financial services. Our team of 16 professionals ranges from senior advisors, junior advisors, and support staff with ranging credentials of CFP, CRPC, CLU, CCPS, and JD. Our clientele ranges from those in growth mode (accumulators), those in pre and post-retirement, business executives and employer cases. We offer our clients comprehensive financial planning support with expertise in wealth management and retirement distribution planning. Leveraging our years of knowledge, we are looking to partner with an advisor who is looking to transition out of the industry. Whether that advisor is looking for a full sale-and-exit, or a tranche (partial) sale, or a sell-and-stay scenario. If you're looking to retire right away, within a few years, or take on an alternative role working with only your VIP clients--regardless of the setup--we would like to connect with you to find the ideal arrangement.

As a long-standing, well-established, and award-winning team we thrive on teamwork. We accomplish unity with thorough training, cooperative joint work, and results-driven infrastructure. What this means for you, is that we can leverage off of each other's practice, achieve economies of scale, and potentially provide a higher payout for you.

Would you be opposed to investigating your options with us? We look forward to learning about your practice and vision forward.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

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