$360MM AUM | $2.8MM GDC in Rockville, MD

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Rockville, MD, US
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We are a true hybrid RIA firm located primarily in Rockville, Maryland with a secondary location in Annapolis, MD.

We are passionate about helping our clients as well as helping our peers, and we would welcome the opportunity to meet you if your motivations are the same. There are a variety of ways that we can work together.

• Are you a Client Service Professional?
You are passionate about supporting financial professionals with the task of having a meaningful impact in the financial lives of others. You have some industry experience and are licensed.

• Are you a Financial Advisor at an institution or wire house?
You are in the middle of your career and plan on working for another decade or more. You are currently with a larger firm and the idea of starting and running a business while being a financial planner at the same time isn’t appealing. But you know deep down that at your larger firm, your goals, your family’s goals, your clients’ goals and the firm’s goals are not always in line with each other.

• Are you an Independent Financial Advisor?
You have a staff of only you or you have a team of ten. You are concerned about your clients’ long-term future should something happen to you, and you are concerned about your staff should something happen to you. You have built a great business and a great lifestyle for yourself and those employed with you. But you know that your practice is not designed to run and last for the next 30 years.

• Are you looking for a Protégé?
You are a financial advisor looking back on a lifetime of work and dedication to those who have meant the most to you. The idea of simply walking away isn’t appealing because you have concerns: Who will take care of my clients the way I have for so many years? Will my lifetime of valuable work be treated as such?

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