My Story-Aug 29: Fiduciary Focused Firm Looking to Acquire
Mary Ann Buchanan | RIA Match, August 2019
Read the article online >Summary: We have grown steadily through organic growth, but are looking to accelerate our growth by adding additional advisors, purchasing a book of business or expansion into existing or new markets through acquisition of entire firms. Our firm has a very service and value added focus and we use individual stocks and bonds to work with each client to meet their specific needs. Always a fiduciary.