$250MM AUM | $425,000 GDC in Horsham, PA

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Horsham, PA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$425,000.00
# of Accounts
100
Avg Client Age
55
Overview

I own a diversified financial services practice specializing in Retirement Plan Advisory Services, Business Owner Exit and Succession Planning, Private Wealth Management, and Retirement Income Planning. We provide Planning Services, Insurance, and Investment Solutions. I am interested in acquiring a book of business that fits strategically with what we do in order to improve upon our scalability and grow the business. I am open to discussing potential merger opportunities as opposed to acquiring another business, but again, there must be a strategic fit to deepen bench strength and improve upon the scalability of the business.

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