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, strong local presence, and the most professional team in the area.