$140,000 AUM | $750,000 GDC in Pittsburgh, PA
Member is Interested In:
My business is mostly a fee based financial planning practice. We also use annuities, managed stock portfolios, and alternatives as satellite accounts to our core tactical process. I'm looking for smaller, local businesses interested in a short term merge/buyout. I want to grow responsibly/locally and have at least 20+ years until retirement. My primary focus on financial planning and meaningful client relationships.