Doing Nothing,
Changes Nothing.
50+
Number of States Served
100+
Trusted Clients
100+
Successful Cases
75+
Years Combined Experience
Our Practice Areas
General Counsel
Every decision you make will have an impact on your RIA. You are likely locked into the financial impact…
Regulatory Defense
Sometimes, it starts innocently enough. They are investigating another firm and they heard that you sold some of the other firm’s product
to your clients…
Compliance
Your primary focus in business is serving your clients while creating the lifestyle of your dreams. Thus, you spend most of your time and energy on revenue-making…
We are the Answer to All your Questions.
We are My RIA Lawyer
“In life, it’s not that we don’t have enough time; it’s that we lose so much of it. We waste time on things that can be outsourced instead of spending time on things and people we love. I’d rather pay someone to clean my house and take that time to spend with my children. Our clients are happier letting us ‘clean house’ while they work with their clients. In the end, they have more satisfaction in their businesses and they’re happier overall.”
- Leila Shaver, Founder
Contact Us
* Required Fields
We respect your privacy. The information you provide will be used to answer your question or to schedule an appointment if requested.
Testimonials
Professional Associations
