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Financial Advisor   

$120MM AUM | $1.5MM GDC in White Plains, NY

Member Level
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee


White Plains, NY, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


Part of an independent full service financial planning firm in Westchester county, NY. We provide comprehensive planning, investment management and insurance solutions for individuals and families. In addition, we work with small to mid size companies providing succession planning and company retirement plans. We have a separate RIA and utilize a large independent BD. An advisor in his mid 40's who is a CFP at Madison Planning would like to explore purchasing a book of business from an advisor interested in transitioning out of the business while ensuring their clients are well taken care of. Interested in discussing to determine fair and workable arrangement is possible.

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