Overview

I run a boutique financial planning firm with a high-touch, high-tech approach. My primary focus is holistic financial planning. I'm looking for a practice or individual wanting to transition out of the business and is interested in selling that practice. A practice that does not have a succession plan in place or does not have the right person to fulfill that succession plan. It would be preferable to be a fee-only practice but that is not required. If there are any insurance or annuity business, I have connections to work with your practice on those areas. We have the ability to completely transition your business and provide you with the liquidity you need.

Market
RIA
Last Activity
this month

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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