Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Hunt Valley, MD, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$2,800,000,000.00
Gross Revenue
$14,800,000.00
# of Accounts
6,000
Avg Client Age
55
Overview

We are a 30 member advisor firm, with our main office located in Hunt Valley, MD and 5 smaller offices located in Wilmington, DE, Annapolis, MD, Harrisburg, PA and the Eastern Shore. We are looking for smaller practices that would like to grow by joining a team of advisors that continually deliver exemplary customer service, prudent recommendations and access to the best products, research and solutions that define our place in the financial industry. We are experienced in succession planning, practice mergers, and practice acquisitions. We routinely coordinate with our client’s attorneys, accountants and liability professionals to proactively review estate tax concerns, income tax reduction opportunities and personal and business liabilities. Our private wealth management services are uniquely tailored to each client. Our clients benefit from an advanced design team analysis of their portfolio, delivery and implementation of detailed wealth, tax and estate planning strategies and ongoing industry advice from our team of licensed advisors. We do extensive amount of joint work and this could also present additional business growth opportunities to the right advisor(s). We are not looking to change BDs nor are we looking to be acquired by another firm.

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