Overview

The Blisk Financial Group is a 30 year old boutique practice serving families in over 20 states and providing advise for some clients down to the 4th generation. We are holistic in our approach to financial planning - looking at the entire client picture from "taxes to estate planning". We are independent, and have no in house investments.
Our goal is to continue to grow our practice by adding new advisors interested in being mentored, or Financial Advisors looking for a succession plan or Advisors looking to join one of the top financial practices as noted on Barron's Top 1200 list of financial advisors 2016.

Last Activity
6 months or more

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