Ideal Advisor Profile

Our ideal client base is:

  • Small to mid-sized CPA firms with one to six practicing partners;
  • Small to mid-sized fee-based firms;
  • Firms interested in expanding their practice to include investment consulting.

If you are not in a small to medium-sized firm and do not want to increase the services available to your clients then this may not be the partnership you are looking for.

Since we work with fee-based firms, we all share a common mission. We are professionals that seek to invest their clients' money prudently, to grow and develop a fee-based advisory business, and to build equity in their business.