$255MM AUM | $1.9MM Rev in
We are searching for a qualified advisor to join as succession partner in majority owner's retirement. Advisor will initially remain independent during a 'get to know you' period, then when parties agree, merge as succession partner. Advisor must be a CFP licensee performing comprehensive financial planning, between ages 30-40, and have own investment book for equity buy-in. Advisor may be fee-only or dually licensed.