Overview

Fee-only financial planning and recently added investment management. In the field since the late 1990's, have been solo since 2008 and have recently hired a second advisor to help expand. Primarily looking to join another small practice that is looking for a successor.
Considering going back to broker/dealer for insurance. I specialize in working with families with special needs children and life insurance is a large component.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 4 months

Business Data

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