$33MM AUM | $387,000 GDC in
Westlake Village, CA
Fee-only RIA with offices in Bucks County, Pennsylvania and Westlake Village, California. I'm trained as a tax attorney with a specialization in tax and estate planning. My partner is a CPA and CFP and my associate is a CFP.
We are primarily a financial planning, consulting and tax firm: $33 Million AUM, 33 clients. We are looking to merge with advisors who are looking for strong infrastructure, extensive local presence, and the most professional team in the area. We are very nice people who care about each other and our community. Hope to hear from you soon, Michael