Managing Consultant CFP, CEPA
Arthur R. Riley Jr.
Arthur is a Certified Financial Planner Practitioner with over 30 years of experience serving business owners and families. He holds the designations of CFP®, CEPA®, RICP®, CASL®, and CKA®. Our processes leverage the expertise of multi-discipline experts to create a Master Plan for business owners that coordinates the business owner’s Personal, Financial, and Business Plans. The core focus of planning is on addressing Wealth, Profit, and Value GAPS and accelerating transferrable value for businesses.