Overview

We are two tenured CFP's looking for a potential 3rd partner to build our ensemble practice together and eventually for us to retire. We would also consider joining a larger practice (fee only independent RIA's included) as partners with the intention of transitioning / succession over the course of the next 5 - 7 years, as one partner is 70, the younger partner 60 yrs old.

Market
Advisor/RIA
Last Activity
this week

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