Overview

We are an independent RIA firm utilizing Charles Schwab as custodian and our trading platform. I provide comprehensive wealth management(including tax services) solutions to clients, including institutional level investment management (provided in-house by our firm's founding partners, both CFA's AND at no additional cost to my clients). I am looking for someone who is exiting the business and would like an unmatched succession plan. Additionally, we have a VERY unique firm that would be a great fit for an advisor looking to make a change.

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within 6 months

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