Overview

Founder is a Wharton MBA, CFA, CFP® in his mid 40s looking to continue business growth through acquisition, merger, or business succession. Firm specialization is in the small/mid company 401(k) plan market and wealth management for individuals with $1MM - $5MM net worth. We have completed 3 deals in the last three years, so we have experience merging the culture and operations of existing firms. We are also nearly complete with the development of an automated planning solution and operational model that will enable us to drive affordable and profitable service for the mass affluent market, which will help drive future growth.

Last Activity
6 months or more

Business Data

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