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.