Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Wexford, PA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
350
Avg Client Age
58
Overview

We are financial advisors dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors.

Our award-winning team is guided by a unique set of principles with a nationwide network of consultants employing cutting-edge technology. This is the foundation for being named the “Retirement Plan Adviser Multi-Office Team of the Year” by PLANADVISER Magazine.

We are actively looking for like minded advisors or firms looking to join a successful and growing team.

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