Overview

Practice Overview:

- 4 advisors, 1 staff member
- Saint Louis, MO metro area with offices in Webster Groves, Cape Girardeau, Sainte Genevieve, and Saint Charles
- 5.0 client satisfaction rating, focused entirely on financial planning and treating clients like friends and family
- 6 Designations: CFP CLU ChFC CRPC CRPS BFA. Forbes Best-in-State Wealth Advisor: 2018, 2019, 2021. Ameriprise Circle of Success: Top 10% of Firm
- Completed numerous practice acquisitions since 2006 and have onboarded experienced advisors from other firms

Opportunity:

- Scale your practice quickly and efficiently using our technology, client service systems, and team support.
- Sunset your practice to a team of experienced advisors who average 30 years each of experience and all of which are CFPs

If you are open to a meeting for coffee or lunch to see if we have synergies and similar values, please let me know. We are interested in advisors or teams that have clean compliance records and value their clients more than just the income they receive from them. If this sounds like you, I'd love to meet and compare notes.

Market
Advisor/RIA
Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...