$160MM AUM | $850,000 GDC in Lebanon, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Lebanon, OH, US
Fee 0% Commission 100%
$850,000
Gross Revenue
100
# of Accounts
60
Avg Client Age
Overview

We are a financial planning firm, specializing in creating financial plans for individuals to achieve their goals. We focus on investment planning, retirement, tax, estate, education planning and more. Are fee-based and looking to grow our firm with the possible acquisition of a like-minded practice.

Extended Profile Information

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