Overview

Looking to invest in the next generation of Fiduciary-Only advisors. We primarily serve high net worth corporate executives and 1st generation entrepreneurs. We are launching a new branded RIA firm that will serve clients that do not fit our current service model. This new firm will focus on helping clients find their life purpose as the center of their financial planning relationship. We are investing heavily in technology, so advisors will need to feel comfortable with a digital support system for serving clients.

We are also looking for a tax partner (EA or CPA) that can help scale our firm by enhancing our tax compliance services. We currently serve clients in GA, TN, NC, and FL.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...