$350MM AUM | $2.2MM GDC in
North Olmsted, OH
Independent financial planning firm with seven FA's. Seeking to find other practices to purchase, with whom to merge or to act as successor. Our practice, established in 1985, is very uniquely structured allowing FA's to maximize their time with clients and growing their respective books of business.
FA's receive strong operations and marketing/business development support. Our firm has a very recognizable brand in the NE Ohio market supported by weekly appearances on the local Fox TV affiliate and an extensive social media/website exposure. We have worked with our reps to produce two books, one of which was a #1 Best Seller on Amazon. As a result of all this support, our FA's have all experienced significant growth with their books of business.