Overview

***We are not interested in merging, being acquired or moving to a different industry channel or platform***

We are a registered investment adviser firm with thriving family wealth and retirement plan consulting practices, interested in adding new partners and succession planning opportunities for tenured advisors with spotless compliance records. We have a strong bias toward credentialed advisors with a disciplined, academic approach to their business. Our firm is well-capitalized for both short and long term transitions/acquisitions.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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