Boutique RIA Independent registered investment advisor with a small team (2-10 employees) presenting a personalized, high-touch client experience that can be scaled through targeted services to high-net-worth individuals and SMBs seeking bespoke financial planning and investment management.

Comprehensive Services Offerings include financial planning, investment management, 401(k) plans, and Medicare insurance, creating cross-sell opportunities to existing clients and enabling value-based pricing for integrated financial wellness solutions.

Certifed Expertise Clients benefit from CFP-qualified planners, signaling credibility for expanding retirement planning, estate planning, college savings strategies, budgeting, and debt consulting to attract more advisory engagements.

Digital Footprint Current tech stack features Squarespace, WordPress, and analytics tools, suggesting opportunities to upsell digital marketing packages, client onboarding modernization, SEO enhancements, and lead generation improvements.

Growth Signals Revenue range indicates a mid-sized boutique with potential capacity to scale advisory services, asset management for small business retirement plans, and expansion into additional third-party platforms or fiduciary offerings.