$70MM AUM | $700,000 GDC in Rockland, MA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Rockland, MA, US
Fee 0% Commission 100%
Gross Revenue
$700,000.00
# of Accounts
175
Avg Client Age
65
Overview

I have been in business for 17 years,and have built a team made up of a full time assistant, paraplanner and looking to add junior advisors. MDonovan Financial is a financial planning firm under a hybrid RIA at LPL Financial. We charge fees for a comprehensive financial plan and offer objective solutions. I grew up on the south shore of Massachusetts and now live in Norwell with my wife and 3 children. I have an offices in Rockland and Waltham, Massachusetts. I am 40 years old and look forward to at least 30 more years of building a practice that helps families and businesses with planning solutions. Most of my clients are multi-generational (many times 3 generations) since our planning tends to address many tax and estate planning concerns of the planning for and passing of wealth from one generation to the next. Very interested in having a conversation with advisors, teams, and firms, looking for an immediate sale or a process oriented transition out of the business. We strong internal team to help with valuations and transitions.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...