$400,000 AUM | $10,000 GDC in Painesville, OH

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Painesville, OH, US
Fee 0% Commission 100%
Gross Revenue
$10,000
# of Accounts
5
Avg Client Age
35
Overview

I began my Fee-Only financial planning practice in 2014 in Texas. In 2017, We moved to Ohio and retained clients and office base in Texas while expanding in OH.

We believe in the value of financial planning and put our client's financial goals at the center. Financial planning is a process and not a product, therefore, sales are not our purpose.

We are fiduciaries with our client's best interest first, always.

We help clients to make informed decisions and offer knowledgeable advice about their whole financial picture to bring their financial world into focus.

Extended Profile Information

Loading...