Overview

We are a mid-sized independent financial planning and investment management firm headed by a CFP practitioner with over 25 years experience . We are structured as a fee-only Registered Investment Adviser. We use best-in-class technology and have a solid business model including a robust compliance system. We are seeking further growth to create better economies of scale so that we may serve our clients even better. We are interested in connecting with other like-minded practitioners looking to sell or merge their practice, either to retire or achieve better economies of scale.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...