Overview

We are the independent Wealth Management, Advisory, Financial Planning and Corporate Benefits affiliate of a Top 50 National Accounting Firm. We work with individual and corporate clients in five general areas - planning, investment management, asset protection, group retirement plans and group health and welfare plans. We have a national reach with 20 offices across the country in several regions - New England, NY Metro, Philadelphia, East Coast of Florida, Nashville, Chicago, Southern California and Northern California. There are many collaborative opportunities available with the accounting side of the firm to provide full-service client-centered advice and consultation integrating tax and wealth management.

We are affiliated with Raymond James Financial Services. We also have a state registered RIA in several states along with corporate insurance licenses in numerous states.

Our future goal for is to create a footprint along side the accounting firm in the top business centers and markets nationally. We are looking for experienced and seasoned professionals that would like to join our team either through acquisition, merger, or succession. The right fit is an individual or organization that recognizes the value in joining a large firm with the to help them reach their long-term goals for their practice or business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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