Overview

We are a 100% fiduciary based financial planning firm open to purchasing small books of business from advisors looking to retire who wish to ensure that their clients will be taking care of. We have successfully helped several advisors retire. We even know how to effectively convert a book of mutual fund 12b1 business to an advisory based business while not making you look bad!

In addition, we are looking for a junior who would want an ownership stack in firm.

Market
Advisor/RIA
Last Activity
2 weeks

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