Overview

My wife and I are partners and we run a comprehensive financial planning firm. We act as a Fiduciary to our clients and this is the foundation to our practice. With our in-house asset management process, we access Dimensional Fund Advisor (DFA) as an approved firm with direct access to their resources and funds. We are looking to purchase a firm from a retiring advisor or willing to become their succession/continuity plan. Our team of 10 has over a combined 150 years of experience dating back to the early 1980's.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
Feb. 5, 2016

Business Data

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