Overview

We are a financial planning firm with a sharp focus on our clients and teammates. Our team, consisting of CPAs and CFPs have been consistently named "Five-Star Wealth Managers" over the years, and our firm was ranked as the #1 Best Place to Work by the Hartford Business Journal, a result of having built the infrastructure to allow our team to do what they like and work where they are best. We are committed to the continuous improvement of the firm in ways large and small, from securing the future of the firm through the purchase of our office building, to the founding of a national study group consisting of like minded firms, and employing fitness trainers and yoga instructors within our 2,500 sf gym.

We have successfully merged four separate practices into the firm in the past, and found that 1+1 really can be 3, (for the clients, firm owners, and team) given the right firms/people. We are carefully considering augmenting our internal growth through mergers or acquisitions in or outside of our Farmington office location, and would welcome an initial discussion.

Market
RIA
Member Level
Premier
Last Activity
6 months or more

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