Boutique scale Mid-sized financial planning firm with 51-200 employees and multiple regional offices (Virginia, Maryland, Pennsylvania) presenting a human-centered service model suitable for expanding technology-enabled client experiences and regional growth initiatives.

Tech stack Utilizes cloud and security oriented tech like AWS, S3, Cloudflare, Datadog and JSON-LD, plus marketing and collaboration tools (FMG Suite). Opportunities exist to deepen data analytics, client portal enhancements, and marketing automation tailored to advisory workflows.

Revenue potential Reported revenue in the $100M–$250M range with a broad client base including professionals, families, and business owners, indicating capacity for upsell of integrated financial planning services, risk management, and business succession planning solutions.

Strategic partnerships Structure as an agency of Guardian Life through PAS, with Living Balance Sheet branding, suggesting collaboration opportunities in insurance, estate planning, and protection products, as well as potential co-marketing or referral programs.

Growth targets National client reach with regional offices signals readiness for scalable back-office optimization, CRM/datastrategy enhancements, and onboarding workflows to support client acquisition, retention, and cross-sell across their advisory suite.