Confidence

We have helped thirteen other advisors transition to retirement, so you can be confident you are interacting with a firm your peers trust.

Clarity

We value transparency. There are multiple affiliation options with us, ranging from basic continuity planning to full buyout. You can expect clear guidance on various exit strategies and economic potential.

Continuity

Our team approach optimizes the client to advisor ratio to ensure your clients receive optimal attention & support.

Aptitude

Aptitude

Certified Financial Planners (CFP) x3

Certified Divorce Financial Analyst (CDFA)

Certified Financial Analyst (CFA)

Chartered Mutual Fund Counselor (CMFC) x2

Masters in Business Administration (MBA)

Accredited Asset Management Specialist (AAMS)

Accredited Wealth Management Advisor (AWMA)

Financial Para-Planner Qualified Professional (FPQP)

“So why work with us?  Your clients will receive enhanced planning, attentive service, and consistency from our team. You can rest easy knowing you partnered with a well funded, consistent, and experienced successor. After several successful transitions, we’ve refined our process to ensure a seamless experience." 

-Craig Johlfs, CFP® President, LPL Financial Advisor

Next Steps


We would love to chat with you about your retirement goals and exit planning strategy. We can also provide you with references/endorsements from other advisors who have trusted their clients with our experienced team. Click or scan the QR code to schedule an initial consultation. 

Ask a Question

Thank you!
Oops!