To ensure a continued high level of service for existing clients, I am not onboarding new clients at this time.
If you are interested in becoming a client, you can add your information to our Waitlist, and we will reach out to schedule an Introductory Meeting. The next expected New Client Onboarding will resume in January 2027. Two spaces remain for our next available onboarding in January.
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We are a fee-only fiduciary financial advisor located in St. Petersburg, FL, and work with clients virtually across the country. We are not limited by location in order for us to work together.