Overview

We are a Maryland Registered Investment Advisor which manages approximately $300MM in assets, and we are looking for continuity solutions and acquisition opportunities for our firm. Continuity solutions would include bringing in a Junior Advisor or firm with younger advisors. We have an in house tax practice and could incorporate a tax preparing professional. We are open to an outright purchase or a merger to our "brand". Not open to switching broker dealers or moving to an RIA only platform at this time.

Market
Advisor/RIA
Last Activity
2 weeks

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