We are a growing RIA based in Oroville California with branch office in Eagle Idaho, Bakersfield and Sacramento. We are a group of 5 younger advisors (early 40's) and are expanding by working with advisors looking to retire and advisors looking to become independent.
We work with dozens of custodians and are using industry leading technology to provide the best experience for our clients and our advisors.
If you are looking to retire we have several succession platforms depending on your time frame and needs.
If you are looking to become independent you can leverage our experience and platform to bring more value and quality to your clients and more freedom and flexibility to you and your staff.