Overview

We are an independent family-owned financial planning firm. We have 10 advisors that all own their own book of business. We have 3 parts to our company. We have an RIA firm for our advisory business, we have a broker/dealer for our commission based business and we have a stand alone insurance arm of the company offering insurance and annuity solutions. We are looking to bring on additional advisors that are looking for a better opportunity and would like to grow their book of business. They would be provided with a beautiful office building located at JTB and Southside Blvd. with 3 conference rooms. They would have access to an assistant to support their business.


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