$40MM AUM | $350,000 Rev in
King Of Prussia, PA
I have my CFP and ChFC. My business consists of both individuals and 401k clients. I've been in the financial services industry for over 12 years. I am part of 1.1 Billion AUM RIA in the Philadelphia area, and serve as Senior Vice President of Wealth Management. My goal with succession link is to help identify a partner looking for a succession candidate or to buy a practice as well as to entertain practice merger opportunities.