intellicents has made another acquisition – the purchase of Retirement Asset Advisory, Inc. (RAA) from Bill Worley and John Cole.
According to a press release, this Dallas branch will initially focus on offering fiduciary retirement plan investment advisory and management services to area employers, and personal wealth management and financial planning services.
Brad Arends, Co-Founder and CEO of intellicents, says, “Our business plan is to build a national financial advisory firm centered on the employee benefit relationship. We really foresee financial planning becoming a popular employee benefit, and we are actively looking to enter other Texas markets.”
