Overview

We are a boutique firm of four advisors, specializing in accounts ranging from 250K to 5million. We have a three person full time staff dedicated to servicing our client base.
Client satisfaction and retention is of upmost importance.
The partners have 35/22/22 years of experience. Our new associate has 15 years experience. We have the capacity to merge in another advisor who has like minded goals and objectives. We have a detailed CRM along with a full well detailed succession plan in place. I believe all possible relationships start with a nice conversation over breakfast or lunch to determine if their is merit to continued discussion and I look forward to speaking with interested sellers.

Last Activity
6 months or more

Business Data

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