Overview

Growing client-centric practice in Haverhill MA. Holistic planning advice & investment management with a small tax practice on side. I am a self-sufficient practionner of over 16 yrs. looking to continue to scale my business. I actively seek to acquire another practice in Essex Cty MA or Rockingham Cty NH. Ideally I'd like to find a practice with solid client retention that is low transaction and low turnover. Ratio of fee based to commission based is not important. Looking for an AUM range of 10m to 40m.

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

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