Investment Advisor team looking to acquire or provide other advisors an opportunity to join our group. In addition, we have a unique program for an advisor looking to retire and/or sell.
Our team is offers the best of both worlds, bringing together the vast capabilities of a large financial institution combined with a boutique service model of a private family office. We are a multi generation team with partners ranging in age from their 30's thru their 70's.
We are interested in visiting with other advisors that are looking to retire in the next few years or wanting to monetize their practice. Your time wont be wasted and your likely to be pleasantly surprised.