$500MM AUM | $5MM GDC in
We are a client centric planning firm looking to attract like minded people to our firm, we offer opportunities for continuity of service for your clients, and an help you structure your practice to take care of your clients for generations to come while creating an exit on your own terms. We also offer an excellent path for younger advisors looking to grow a book of business the right way and position them selves to be part of a successful continuity plan. We have opportunities in multiple geographic locations, if you are looking for a partner, successor, or help with a plan for your practice let's discuss if there is a fit.
Specific Current Opportunities:
- Jr. Advisor to merge and succeed one of our Sr. Advisosr in IL office, 2-4 year transition runway.
-Sr. Advisors looking for succession on their own terms, AZ, OH, IN, KY, MI
-Talking with talented client centric advisors about opportunities.