Overview

We have grown our firm to $130M AUM by merging with advisors who see value in combining our most basic services to lower costs for all involved. We have seven advisors including a CFA, CPA, two CFP's. All of our advisors have autonomy in the management of their book of business. Owners are father (age 74) and son (age 40) and we custody with TD Ameritrade and would welcome a conversation with you about your goals. Bruce & Tim Porter, principals

Market
Advisor/RIA
Last Activity
6 months or more

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