Overview

Values based financial planning firm in Wisconsin, with offices in Madison, Platteville & Prairie du Sac. We are looking to grow via acquisition of retiring individuals, or bringing aboard advisors that are looking to grow via a merger with us to leverage their practice, resulting in potential ownership in the firm. We've bought 3 previous books of business, as well as sold a portion of our own firm in the past, and go through annual practice valuations. Our goal is to offer a reputable and long established option and location for retiring advisors to go and entrust their clients will be put first and cared for after they decide to leave the industry. In additional to financial planning and wealth management we also have a Tax and Accounting team, Group Benefits Specialist, and Medicare Specialist as a part of our team. While our offices are currently Wisconsin based, we work with clients all over the country.

We currently custody at NFS and work with Commonwealth Financial as our corporate RIA and broker/dealer. We have done broker/dealer changes in the past and are very comfortable with our internal team as well as the support structure at Commonwealth to be able to make your transition to our team seamless and easy for you, your staff, and most importantly your clients.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred
Resources
Loading...