My Story Update | Nov 15 Early Ensemble Firm, Dallas-Fort Worth

Summary: Established Independent Team with Multiple Offices.
We’re looking for dynamic, like-minded advisors who share our client service philosophy and ethical standards. With more than $330 million in AUM, we are open to working with other advisors in a variety of situations including acquisitions, mergers, partial practice sales and acting as continuity partners. We are highly effective and thorough in our operations, provide state-of-the-art independent research, leading-edge technology and solid marketing that promotes branding and thought leadership. Our holistic client experience starts with a personalized roadmap applying our unique approach to planning and wealth management, and our investment recommendations are based upon our client’s needs, not ours