If you’re currently working with an advisor, that is perfectly fine. It’s not uncommon for individuals to seek the services of multiple advisors or firms before finding one that is the right fit for their needs. We’re happy to offer you a complimentary Discovery Call, where you can get to know us and receive our team’s insight on how we can help you achieve your specific goals. You can use the information you learn from this call to discuss your options with your current advisor, or you can choose to become a client of ours. In that case, we will handle everything else.