8 person team with 3 lead CFP designated Financial Advisors, 3 support staff, and a Financial Planning Officer. Looking for buy or merge opportunities of healthy practices of those looking for successors, retiring, or enhancing their exposure, growth and/or business process. We currently manage 800mm in AUM and have a scaled practice with the ability to merge/buy a similar book due to our support, process design, and overall efficiency. We are committed to continuing to offer our clients fully custom tailored wealth management, with an emphasis on financial planning, and the highest level service model. We are open to a longer-term transition, and various buyout structures.

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