ePERSONAL FINANCIAL - ___
SEEKING: SMALL PRACTICE BROKERS or RIA’s
Ready to retire in two to five years? Looking for a local independent buyer with a big back office support but completely open architecture? Ready to introduce your clients to the latest technology they use every day to access their wealth? Have the support of a RIA with over $1 billion in AUM but merge with a local independent buyer.
Multiple custodian access and the best financial technology available in the industry. Coupled with an experienced local advisor with 30 years of financial service experience. A deeply talented back office team. To smoothly transition your clients on the timeline of your choosing. We offer FLEXIBILITY and EXPERIENCE in working with your existing custodians, broker dealers and RIA’s.
WHO IS THE BEST FIT?
Small practice advisors that are ready to move on to the next chapter in their life, but want to ensure the best for their clients. You must have a clean compliance record and are seeking the support of a turn-key back office, marketing and technology solution as part of your succession plan. In the event of a permanent disability or death, during your succession we will provide seamless continuity plan for your clients and financial security for your heirs.
Call me and let's set up an introductory meeting. I want to hear about your ideal exit plan.