Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Reston, VA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$32,000,000.00
Gross Revenue
$250,000.00
# of Accounts
70
Avg Client Age
60
Overview

I am a fee only investment advisor that provides wealth management, financial planning and tax advisory services. I am interested in finding other advisors or advisory firms who are interested in either selling or merging their practice to create more opportunities for growth within a combined firm. Would be interested in having a discussion with some like minded advisors to determine if we have a strategic fit. I can also provide continuity of service for advisors and their clients who are looking for a succession plan with an established firm that has a solid track record of taking care of their clients

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