Boutique Growth Small team size (2-10 employees) and revenue in the multi-million range highlight an opportunity to offer scalable wealth management solutions, outsourcing support, and white-glove advisory services tailored for high-impact, lean operations.

Independent Access Affiliation with LPL Financial positions the firm as an independent advisor channel. This presents a sales angle to offer custody, platform enhancements, and regulatory/compliance services that complement independent advisory strategies.

Technology Stack Current tech usage (Facebook Pixel, Adobe Tag Manager, jQuery, fonts, analytics tools) indicates an openness to digital marketing, data analytics, and client experience enhancements—doors for MarTech, CRM integration, and cybersecurity offerings.

Scale Up Demand Revenue in the $10M–$25M range with a small headcount suggests potential for practice expansion services, succession planning, and scalable advisory models to accelerate growth while maintaining personalized service.

Regional Focus Located in Boerne, Texas, with a localized footprint presents a proximity-based sales approach for regional wealth management partnerships, retirement planning programs, and community-facing client acquisition initiatives.