$55MM AUM | $663,000 GDC in Yarmouth, ME

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Yarmouth, ME, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$663,000.00
# of Accounts
1,056
Avg Client Age
55
Overview

we are looking for advisors who believe in the power of combining health and wealth in a holistic practice. Our advisory business is in the process of creating an educational and consulting program and working with other professionals to integrate the discplines of health and wealth management. In the long range plan we are looking for partners who want to build a place to get these complementary services under one roof or within one tight neighborhood community. Our tag line is evolve with your money and it has three meanings. First as money changes keep up with it. Second as you evolve use you money to keep up. Third use your money to to get out in front of evolution and be an agent for change empowering clients and community to become a better version of themselves. Integrated financial consulting is a step beyond the forces threatening to reshape the industry. We are looking to find people with the energy to leverage this business as a means to creating healthier and wealthier communities.

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