Overview

Our firm specializes in wealth management thru custom asset management and financial planning solutions to suit individual client needs. We believe in and practice financial planning in conjunction with an actively managed advance and protect investment process.
We are looking to provide succession/merger opportunities for local advisors in order to grow our AUM/revenue. Our practice is unique in that all processes are scalable from investment management to practice management. We prefer advisory/fee-based accounts with LPL but will consider managing a book of VAs as well.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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