If you would like to be added to my client wait list, please contact me at mike@michaelrpiper.com. In your email, please mention what state you live in. (My availability depends on your state of residence. For registered investment advisers, once we exceed 5 clients in a given state within any 12-month period, additional regulatory/compliance requirements kick in.)
In addition, please note that due to differences in CPA and RIA regulations among states, I cannot take clients in the following locations:
- Hawaii,
- Louisiana,
- Texas,
- Any U.S. territories, or
- Anywhere outside the United States.