We have a unique model with two divisions for growth. At core financial planning focused practice built around mom & pop millionaires. Our focus is retirement transition with many executives and small business owner clients. Given our energy and operationally strong practice. Believe we would make great successors to a 1-3 year transition period practice or be able to acquire a practice in the face increasingly challenging financial advice marketplace from someone looking for capable and flexible term buyers. If a genuine deliverable, care, and full / fair price for your client relationships is important we should sit down.

Second area: We have several recruiters internal and external making these introductions to us.

We need a select group of corporately groomed advisors with books to service the acquisitions and or on Avantax ( licensed CPA REFERRAL NETWORKS) we build revenue sharing partnerships with motivated, yet under skilled / staffed CPA to introduce emoney plans and Aksala portfolio management solutions

Big growth opportunities for the right growth oriented advisors.

Last Activity
6 months or more

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