$700MM AUM | $3.5MM GDC in Conshohocken, PA
Member is Interested In:
Fast-growing RIA focused on recruiting, acquiring, and partnering with other practices. We've developed a proprietary platform designed to streamline operations and achieve increased profitability paired with growth. We aim to leverage this platform with other advisers and power top-line growth. We're actively seeking partners through this website, both ones looking to sell or merge practices.