$4MM AUM | $100,000 GDC in Doral, FL

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Successor
Location
Doral, FL, US
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
30
Avg Client Age
45
Overview

Lucas Adam Financial LLC is a holistic financial planning, wealth management firm. We are a new firm, but we have extensive experience. We address a broad array of financial opportunities and concerns - - including securities, insurance, retirement plan design and alternative strategies / investments. I'm looking to explore further an opportunity to acquire a practice today, or overtime, including a possible merger. I'm in no rush . . . I want to do this the right way.

We primarily focus on business owners and medical professionals. Lucas Adam Financial, is a family run practice. I have 20 years in financial planning and sales management experience. I named my firm after my two sons, Lucas who today is 12 years old, and Adam, who is 6 years old. I believe in doing the right thing, every time, with every client, under every situation.

Most of our clients are referred by a small network of CPA's. We are very motivated; and financially ready to take action!

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