Overview

We are a fee-based, financial planning and investment management firm headquartered in Northern CA. We are looking to grow either through acquisition/succession or by partnering with like-minded advisors and firms that want to focus on running a client-centric practice.

We have approximately $25M in AUM available to an advisor or advisors willing to join our firm and we are willing to finance the sale entirely through revenue sharing (i.e., no out of pocket. Cash flow positive to purchasing advisor immediately)

We believe in putting values and people first. We are committed to making a difference in the live of our clients, our employees and our own families. Contact us to see why we're different.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

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