At a big firm you’ll never be anything more than a statistic on an advisor’s quarterly sales forecast. Here at Base, you are not just a number to us. We are here to meet you one on one, to give you a customized plan, not a cookie-cutter plan like Big Firm would. We not only know your names, unlike Big Firm, but we also know your interests, your goals, your desires, your dreams. Because we’re just like you – regular guys and gals trying to build not just long-term monetary wealth but also long-term relationships with real people.