Overview

We have an office of 2 financial advisors with about $42 Million under management and nearly 25 years experience between us. We are looking to acquire books of business through succession plans or buyouts. We have grown by providing clients with comprehensive financial plans that always put the client's best interest first. I am completing my CFP and have an MBA from Duke University. My partner is retired military with over 15 years experience as an advisor. Our current Broker/Dealer is Summit Brokerage and we clear through First Clearing and Pershing. We would love to discuss the right opportunity and offer competitively.

Last Activity
within 6 months

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