Purchase or merge a practice. We want to acquire practices from advisors who have serviced their clients well and are wishing to transition to the next phase of their life in a profitable manner knowing their clients will be well taken care of. We are seasoned advisors who put our clients interest first. We manage most of our assets in a fee-based, RIA environment. We provide comprehensive investment advisory services, financial and insurance planning and help our clients navigate the various aspects of their financial life. We take a very "hands-on" approach and develop very close relationships with our clients.

Last Activity
6 months or more

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