Independent Hybrid Advisory Firm looking to expand through mergers and acquisitions. Our firm currently has a high-touch service model for clients. We have agreements with all the major investment custodians allowing us to better serve our clients needs in a seamless manner.
Our goal is to find other culturally aligned firms who would prefer to merge or sell to an industry veteran who cares for their clients like family rather than to sell to any buyer with a checkbook.
Our interest is serving the client's best interest and therefore would be very flexible in the terms and timelines of the transition.