We are a privately owned hybrid firm looking to expand our footprint throughout the Central Atlantic. Our firm was founded in 1978 and has grown to 130 advisors and 150 team members. We have a robust financial planning ecosystem that is design to support both individual and business owner clients. We have helped 47,000 households and 5,000 businesses.
We are open to conversations that will help fulfill on your succession/continuity objectives or help you create scale and grow you business by adding support and efficiencies.
We have experience in purchasing/merging financial planning practices and have successfully transitioned practices from one adviser to another. We have funding options available and can be creative to make deals work. We are in aggressive growth mode provided we find the right fit.
We are very opened minded in being collaborative in supporting your business and your clients provided you share our passion, work ethic and client-centric approach to producing great outcomes to clients. We welcome any conversations from like minded individuals or groups who would like to discover how we can compliment each other!