Overview

Comprehensive Financial Planning and Portfolio Management practice. Manage client accounts on discretion utilizing my own proprietary models to help clients achieve their goals. I would like to meet other advisors with business philosophy, personality and practices similar to mine who are interested in selling their practice now and exiting the business in 6 - 24 months. Or agree to sell/merge their practice with mine now and work up to 3 more years.

Market
Advisor/RIA
Last Activity
within 3 months

Business Data

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