We're looking to acquire financial advisor practices where the advisor can stay on for a few years or "cash out" and be done today. Our firm focuses on providing our clients with the highest level of service.
*Our firm was formed over 40 years ago.
*Our owner is a CFP with over 40 years of experience.
*Owner's son is an advisor so the second generation is in place.
If you're ready to sell, we're ready to buy. Let's chat today.