Overview

I am a state of Florida Registered Investment Advisor with no BD affiliation. I'm looking to grow my practice through the merger of a younger "me" from 15 to 20 years ago. We've developed our own financial planning process with high level advice and recommendations. Have fully integrated technology offerings into practice ready for other advisor to plug into. I Was a practicing Attorney Board Certified in Elder Law for 12 years prior to starting firm. Do provide legal Estate Planning work for clients that need/desire that work. Wealth Management advice is the largest value of my practice due to my multi-disciplinary background and experience. Looking for advisors with advanced degree or certification who practice Wealth Management and understand and execute fee based planning.

I am NOT interested to sell my practice nor being acquired. If you have a smaller solo practice and are looking for a change to a fully independent firm, to be part of a true team and recognize the benefit to all of being a part of a practice with scale, please reach out.

Last Activity
6 months or more

Business Data

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