Boutique scale Small team with combined legacy expertise and a 2024 launch, positioning as a cost-effective partner for families and individuals seeking personalized financial planning with a transparent approach.

Regional focus Offices in Norfolk and Suffolk, Virginia, suggesting a localized service footprint and opportunities to expand within regional high-net-worth households and family offices in the Mid-Atlantic.

Legacy credibility Leverages a 150-year combined heritage from Courage Miller Partners and Korving & Company, which can be marketed to clients seeking stability, trust, and continuity in financial advisory relationships.

Technology stack Uses cloud and web tools including AWS, WordPress, Datadog, and FMG Suite, indicating scalable operations and potential to upgrade digital engagement, reporting, and client experience offerings.

Growth potential Revenue in the mid-single digits to low tens of millions with a very small team, presenting a clear up-sell and cross-sell path for integrated services, fiduciary planning, and potential cross-regional expansion through partnerships.