Growth potential Independent registered investment advisor with revenue between 10M-25M and a Tampa base, expanding presence with Clearwater office. Target firms offering scalable high-net-worth services and succession planning opportunities in growth markets.

Asset diversification Active stake investments across healthcare and consumer sectors (Edwards Lifesciences, TJX, Innovator U.S. Equity, Schwab Emerging Markets) indicate appetite for diversified, risk-managed portfolios. Potential cross-sell of multi-asset strategies and ETF-based exposure for clients seeking broader market access.

Tech enablement Technology stack includes Salesforce, Google Cloud, WordPress, iCIMS, and analytics tools, signaling readiness for scalable client relationship management and onboarding. Opportunity to partner on enhanced digital advisory experiences and data-driven planning offerings.

Founder focus Emphasis on trusted partnership, retirement planning, and legacy guidance suggests high engagement with retirees and near-retirees. Potential to collaborate on comprehensive retirement income planning, tax-efficient withdrawal strategies, and estate coordination services.

Growth signals Recent on-record office expansion and targeted acquisitions in public equities ETFs indicate momentum and capacity for growth. Sales opportunities in advisory platform integrations, centralized custody solutions, and expanded fiduciary services for affluent individuals and business owners.