$47MM AUM | $485,000 GDC in Kennewick, WA

Member Level
Last Activity
6 months or more
Listing Type
Buyer | Merge | Continuity | Successor
Kennewick, WA, US
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

Epic Trust Advisors is a Washington based RIA that focuses primarily on Income Planning and Investing for retirees and pre-retirees. We're actively looking for opportunities to grow through partnering with other practices where the primary advisor is retiring. The candidate we would serve best would be an advisor who cares deeply for their clients and their staff and who wants a smooth transition when the time is right - whether that's in 3 months or 3 years.

Our goal would be to work with you now to help implement process and business efficiencies into your practice that would streamline your current business and help make you more profitable today. That way, when the time is right and you're ready to fully transition out of the business, you're business value will be at it's peak and the transition will go smoothly because we're already an integral part to your business.

Reach out if you'd like to start exploring what it could look like for you and whether we'd be a good fit for each other.

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