Overview

Very efficient and profitable practice that favors passive strategies using DFA/Vanguard funds.

Single proprietor (CPA/PFS, CFP®, AIFA®) providing comprehensive and personal investment advisory and wealth management to approximately 50 households. Also provide fiduciary retirement advisory to several plan sponsors.

Looking at merge opportunities with firms that favor comprehensive wealth management services and mostly passive portfolios. Open to alternative and active strategies. Also open to creating larger local team to then merge with Top 50 firm who is looking to establish Charlotte presence.

Last Activity
within 2 months

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