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Partners: Brian Neal, Edison Byzyka, Tom Knippa, Angie Lockwood, John Knowlton, Doug Lockwood, Dennis Kehoe, David Hefty, Chris Lipper, Stacy Hefty, Brian Davis, and Adam Spence.

Partners: Brian Neal, Edison Byzyka, Tom Knippa, Angie Lockwood, John Knowlton, Doug Lockwood, Dennis Kehoe, David Hefty, Chris Lipper, Stacy Hefty, Brian Davis, and Adam Spence.RRRR

We help advisors near the end of their career solve their succession plan with a great team to continue serving their clients, and a plan to deliver top value for their practice.


Many advisors are wearing too many hats and find their time diverted away from their clients. We provide a leveraged ensemble approach to client service, putting clients back in the center of the relationship and allow- ing advisors to do what only they can do: serve the firms best clients and find more of them.