Overview

We have experienced two positive acquisitions and one merger and are looking for additional opportunities to grow by being introduced to like minded advisors in the DC/Delmarva/Wilmington region. Our goal is to reach $1B AUM within 8 years. Want to join in the growth or tap our resources for succession planning? Contact me to discuss merger and/or acquisition opportunities and if they could be a great opportunity for you and your team. Rookie's, contact me to discuss how we can help you grow your business while receiving a great payout.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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