Overview

We are a 3 member advisor firm operating out of Hunt Valley, MD. We are primarily looking for practice succession opportunities from advisors who are 5 years or less away from retirement. We look to provide better than market price to the seller and improve client experience post transition to achieve the highest possible retention. Secondarily, we are looking for smaller practices that would like to grow by joining our team and gaining access to our tools, systems, and experience in financial planning and wealth management. Furthermore, we are able to offer extremely competitive payout rates. We are not looking to change BDs nor are we looking to be acquired by another firm.


Last Activity
6 months or more

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