Our firm currently manages over $640 million exclusively on a Fee Only, fiduciary Ria platform. We are strong proponents of financial planning and 5 have employees with CFPs. In addition, we have a CIMA as well as CFA.

We are looking to grow our footprint outside of simply our current geographic area.

We are looking to either purchase a practice or work with a practice to merge or even become a succession plan for an advisor nearing retirement age.

Last Activity
6 months or more

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