$170MM AUM | $880,000 GDC in
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 170mm 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 early 40's and we have all only worked in Financial Services initially with MetLife. We were transitioned to MassMutual in 2016 when MetLife sold their advisers 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.