Overview

Important: I am only interested in selling to another fee-only RIA that does not have a broker/dealer affiliation. My intention is to sell my asset management book outright so I can retire from this part of the practice. I am willing to stay on to assist with the transition of the book. I will discontinue my RIA and continue to offer my non-RIA services (coaching) through my existing corporation. Looking for a firm larger than my own that has a support staff and more services to offer my clients.

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