Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
New Hope, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$800,000.00
# of Accounts
375
Avg Client Age
60
Overview

Our team consists of two CFP's , one Certified Para planner and three support staff. We are looking to grow our business in the PA or NJ area via acquisition of like minded individuals.
There are many great drivers in this business but the most profound is the opportunity to affect the lives of others for generations through financial planning and investment management. We work with retirement plans, individuals, corporations and trusts.

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