$30MM AUM | $300,000 GDC in
Fort Worth, TX
We are seeking potential practices to acquire to grow our practice. Our current practice serves families and business owners with complex financial needs through comprehensive financial planning and wealth management. Our client-centered practice focuses on core values: Listening, Service, Excellence, Integrity, and Independent Thinking. If you are considering selling your practice, finding a successor, or merging with a firm with shared values, then let’s connect.