Overview

We are a Holistic Wealth Management Firm centered around Financial Planning. Our firm specializes in practice succession as we have successfully purchased 14 practices from retiring advisors. We have been selected to the Barron's top 1200 list in 2014, 2015 and 2016. We are primarily fee based with our clients and are well positioned to navigate DOL changes. We have a team of advisors and staff to help provide excellent client service throughout the transition and succession process.
We are looking for advisors with a book of business to either join our team, sell their book to us, or create a succession plan.


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6 months or more

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