Overview

We have bought 5 practices in last 8 years and understand how to make that work for the buyer, seller, and the client. We continue to add to our staff to allow for this growth of clients and assets.
We are fee based but offer the clients the right to choose commission based accounts, we will not shy away from alternatives like Reits, MLPs, or annuities. They are all tools to have in a tool box for clients. We offer full tax sensitive financial planning, we have our own accountant in the office, a life insurance producer, several back office planners and paperwork completion team. With our back office support we can offer so much more than the typical FA office but small enough to be intimate with each client. We know the value of not coming in and changing what the selling FA sold.

Market
Advisor/RIA
Last Activity
this week

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