Overview

I am a financial advisor / CPA providing integrated financial and tax advice to a smaller number of clients (approximately 50 households) with minimum assets of $500,000 to a million dollars. We seek to acquire or merge with an advisor that is retirement minded within the next three years and we are very interested in visiting with advisors that are looking to merge their book of business with ours to create a more efficient scale for ourselves and our clients. The ideal location would be within 40 miles of zip code 55042 which is in the Lake Elmo, Woodbury, White Bear Lake, Stillwater, MN area.

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