Overview

33 years+ as a CFP and APMA delivering comprehensive financial advice, wealth management, and estate planning for individuals. Retirement plans and 401k and 403 for organizations. We have been fee based advisors for well over 20 years, but I do have some old accounts and a lot of insurance that pays commissions. I have a junior partner who is an MBA and CFP. Our clients are primarily in North Carolina, with about 1/3 in the Raleigh area and 1/3 in the Sanford and Southern Pines area. The rest are throughout the southeast US, mostly in VA and SC but also DC, MD, WVA, AL, FL, and TX. Our compliance record is clean with zero complaints. We have the long-term staff and capacity to expand our business. We are looking to purchase outright retiring advisors, and also looking for younger advisors to join me or bring in for succession.

Last Activity
6 months or more

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