Overview

Rapidly growing business, fee based, working with small business owners, executives and high network families who often have sophisticated advanced planning requirements. Client centric, planning focused, in-house investment management and very high touch with clients. Tenured senior adviser and 2 experienced younger advisers. Interested in acquiring fee based firms in the MD/VA/DC area.
Established new office in Park City, Utah in the fall of 2019. Interested in acquiring firms there as well.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 6 months

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