Looking to do the following: acquire or transition smaller financial practices; merge a practice; bring advisors into our already mature practice and help them grow or develop an exit strategy. Office space a possibility. Our footprint is Colorado, WY, NM, UT, KS.
We are comprehensive financial advisors that clear thru an independent broker dealer. Our operation provides a lot of support and leadership to our F/A team, helping them build a strong financial practice with sustainable cash flow. Our practice was started in 1993 with an emphasis in helping small biz owners, military/federal service employees, and DoD contractors.