We are team based in a bank-owned full service brokerage firm. We provide planning and wealth management to individual clients, small businesses, and small nonprofits. The group was formed with the goal of achieving economies of scale and the ability to run our practice like a growing business. We plan on doubling AUM and revenues every 2 years. Current AUM of $145mm and trailing revenues of $1.45m.
We are looking to buy-out or plug-in advisors with clients who need the support and structure for immediate transition to a reputable and respected firm. We are flexible in structuring eventual transition to retirement or out of the business.