$115MM AUM | $650,000 GDC in Rochester, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Rochester, NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
800
Avg Client Age
65
Overview

I am always looking for possible succession opportunities. I work closely with my wife, Tracy Deer, who is also a CFP in addition to a fully licensed administrator. We have built a practice serving over 300 households and 8 local businesses across Upstate NY with over 115mm AUM. We lead with fee based comprehensive financial planning and wealth management. We have a high dedication to service and personalize advice.

We also work closely with another CFP, Julie Yunker who is our partner at our practice. We have a DBA branded as "Deer & Yunker Financial Partners" and a detached suite from our Parent Office.

We are in our late 30's and we have all only worked in Financial Services initially with MetLife. We were transitioned to MassMutual this past summer when MetLife sold their advisors and its broker dealer.

We are looking to continue to grow. At this point our growth has been organic but we have discussed buying or merging with an existing practice.

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