Overview

35 year old advisor/registered principal with 13 years experience located in Virginia Beach/Hampton Roads. Completed a succession plan in 2016 with 90% client retention.

Business partner is leading our firm growth in Phoenix, AZ while traveling back to VA. Our team has $112m in AUM with $800k in T12 production. Firm is just shy of $220m in AUM with production well over $1m.

We recently rebranded our firm as Wealth Avenue and have systems, processes, and technology measures in place to maintain and grow as you prepare your succession plan.

Phil Maliniak
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Last Activity
within 6 months

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