Overview

We are a family firm of two Financial Advisors [one CFP(R)]. We are looking to buy a practice or merge with a larger firm. We are in the process of moving to more of a fee-based model. We would like to be a succession or continuity partner for a retiring Advisor. We consider ourselves to be Financial Planners who take a holistic approach, focusing on Financial Wellness for our clients.


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred
Resources
Loading...