Overview

Our firm is an independent RIA whose practice focuses on providing comprehensive financial planning services to retired individuals, executives, professionals and private business owners. We have four advisors, three of whom are CFP professionals. In additional to invidiual clients, we are developing a strong 401(k) business. Roughly 75-80% of our revenue consists of advisory fees from AUM. The balance of our revenue is generated from life/disability & LTC insurance. We are looking to possibly merge with an existing RIA or team of advisors to create a stronger presence in our market and too create some efficiencies of scale. We are also interested in purchasing an existing practice from an advisor who is seeking an exit strategy.

Last Activity
6 months or more

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