$50MM AUM | GDC in Newport News, VA
Member is Interested In:
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 through acquisitions. 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. We Currently operate out of 4 offices in Virginia. Newport News, Williamsburg, Midlothian, Glen Allen.