Congress has been blessed with considerable success over its history – growing from a small independent firm with few clients or assets to a firm serving more than 2,000 clients and managing nearly $5.5 billion of client assets. Strategic Partners benefit from our “blueprint for success” as well as our “hard knocks” experience to help get you moving in the right direction.
We estimate that a Strategic Partnership can free as much as 40-60% of an advisor’s time. Once onboard, we can provide you with the tools and know-how to leverage that newfound time to achieve your personal and professional goals.