$110MM AUM | $875,000 GDC in Haddonfield, NJ
Member is Interested In:
Fee-only RIA with asset management and financial planning clients. Looking to grow via acquisition in the Philadelphia Tri-State Area. We have two partners, one 54 years old and one 30 years old. We have extensive past experience with acquiring books of business. A perfect fit for us would be an advisor looking to retire within the next 3-5 years.