We are a fee only RIA . Client oriented practice. We have 2 advisors and one admin-registered para planner. We are looking to acquire a practice that encompassed the same values that always puts the client first. We would like to have an relationship with the seller that is ongoing for at least 1 to 2 years. We are very in-tune to our clients and to the
Community. Principals and staff are active in local charities, church and synagogues. Having lived my entire life in Area, I find it important to bring something back to the clients and the community.

Will work with seller, can fund quickly.

Member Level
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities


Insurance Business

Blurred Blurred Blurred

Technology Solutions


CRM Systems

Blurred Blurred