Overview

We are a hybrid RIA/BD business with 70 advisors across the US who serve the everyday American market. We are growing through targeted M&A and looking for advisors who would be a good fit for our model. We have the resources and manpower to support transitions, and we are targeting client-centered advisors with businesses between 25M and 200M in AUM. We want to help people calm their concerns and get the most out of their money through financial habit modification and better money decisions.

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