$6MM AUM | $50,000 GDC in Greensboro, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Greensboro, NC, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
120
Avg Client Age
50
Overview

Our Mission is to provide independent and reliable financial planning, advice, coaching and management for the purpose of enhancing the financial well-being of our individual and business clients.

Our Philosphy is to endeavor to build lasting relationships based on mutual trust and integrity and to maintain an active, positive role in our community.

Looking to expand our business by partnering and/or buy out of an existing book of business in either Columbus, Ohio or Greensboro, NC

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