Independent Advisory Family-owned independent RIA with a defined focus on retirement planning and wealth management for pre-retirees and retirees, presenting a stable relationship model and potential for expanded advisory services, ongoing financial planning, and estate strategies.

Tech Stack Uses a mix of marketing and operations tools (Shopify, Microsoft 365, Wistia, Yoast SEO, Analytics) indicating digital outreach readiness and opportunities to upsell technology-enabled client experience improvements, marketing services, and data-driven advisory platforms.

Growth Signals Revenue range of 25 to 50 million with a mid-sized team (11-50 employees) suggests established client base and potential scale opportunities, including expanded asset management, philanthropic strategies, and cross-sell to retirement income solutions.

Strategic Partnerships Notable partnership with Dixon (a managing partner and retirement strategies expert) signals openness to collaboration and co-branded offerings, presenting a pathway for joint marketing, training programs, and referral channels.

Community Orientation Emphasis on being a family-oriented firm and community presence implies strong local referral networks and opportunities to develop concierge services, client events, and personalized retirement planning packages tailored to demographics in their markets.