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We are a full service financial planning and investment firm focusing in the following areas: 1. Personal Wealth Management: Primarily buisness leaders, owners and executives and other individuals and families seeking customized advice and solutions. 2. Corporate Solutions: Companies seeking retirement plans services and fiduciary asset management services. 3. Advisor Network: Providing operational, compliance & practice management support for over 50 advisors outside of our core ensemble practice. 4. Simplifynance: a planning and advice solution for next-gen clients and advisors. *We offer securities and advisory services through Cetera Advisors, LLC, Member FINRA, SIPC. We are interested in growing our ensemble firm through mergers and acquisitions, tuck-in's and client book purchases by being a continuity and succession solutuon for advisory practices in our region. In addition, we have grown our Advisor Network from 6 advisors to over 50 in 7 years through strategic partnering opportunities with other growth minded advisors around the country and are interested in continuing to expand our affilated advisor network.

Last Activity: 6 months or more

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