We are an independent Registered Investment Advisor with aggressive expansion plans and a strong desire to establish a physical location in Dallas. We are actively searching for serious Sellers in each of our target markets and entrepreneurs who desire the opportunity to Merge and convert their practice into a fast growing business.
If you own a practice, why accept the risk of a prolonged, multi-year, pay-out based upon an unknown future cash flow? We will quickly make a reasonable purchase offer of upfront cash, equity, or a combination thereof for your practice; your choice. And your employees? Well we love our staff and we’ll probably love yours too.
If you are an employee, why settle for a Signing Bonus that is a fraction of your TTM when we will purchase your Book at FMV for cash? If you prefer equity, we offer that as well. Maybe some of both? Just ask, because it’s your choice.
Why settle for volatile monthly income when you can have a steady Base Salary? And there’s no need to forego rising income potential, because we also offer Quarterly Bonuses and Annual Raises. And all those Benefits you wish you had; we offer those too, including a dedicated assistant.
We specialize in financial planning based asset management for Generation X & Millennials, but as an intergenerational company, we also work with many Baby Boomers.
We work in teams of focused specialists to care for our customer’s needs. At this time we are building a team of dedicated specialists and have open opportunities for:
- Branch Management
- Retirement Planning Specialist
- Estate Planning Specialist
- Business Owners & Entrepreneurs Specialist
- Corporate Executive Specialist
- Risk Management Specialist
We firmly believe in career long education & will encourage and support you in obtaining a CFP, ChFC, and other highly regarded credentials. We will also send you to major professional conferences each year so you can hear directly from the leaders shaping our industry & cutting edge thinkers creating precedent setting techniques.
We are a paperless firm utilizing the industry’s leading technology as well as some of our own proprietary systems.
As a small company, you will not be an unknown & unappreciated employee number. You will work closely with all levels of management and have opportunities to provide your input on company planning & strategy; you can make your mark on the company and the industry.