$50MM AUM in Newport News, VA

Member Level
Last Activity
within 3 months
Listing Type
Buyer | Merge | Successor
Newport News, VA, US
Fee 0% Commission 100%
# of Accounts
Avg Client Age

Independent Registered Investment Advisor, specializing in Financial Planning!
looking to buy , merge, and help in the succession planning of other fee / commission based firms with the right cultural fit.
Our goal is to grow our practice and acquisitions are a part of that. We have numerous options for both commission, fee and hybrid operations. You can be at peace that your clients will feel you have their best interest at heart once you become acquainted with our total client-centric operation. Our advisors have a spotless record.
We Currently operate out of 4 offices in Virginia. Newport News, Williamsburg, Midlothian, Glen Allen and are prepared to work with any location.
We are looking for serious minded advisors that are interested in moving forward. Please field any questions through this site so we can begin the conversation. Discretion is most assured.

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