$30MM AUM | $230,000 GDC in Perrysburg, OH

Member Level
Last Activity
6 months or more
Listing Type
Perrysburg, OH, US
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

We are an RIA that specializes in the needs of 55-75 year-olds who are nearing or in retirement. While retirement income planning is the foundation of our practice, we work with multiple third party money managers, as well as a seasoned investment strategist who resides in our office, to provide sophisticated and customized money management services. Our process is an education-based planning focus, with very high client retention. We communicate with clients through weekly email newsletter, quarterly print newsletter, several client social events each year, and regular progress reviews. Consistent and high-value communication is a very high priority for us, given that most of our clients trust us with the vast majority of their life savings, at the most critical time in their financial lives.

Because of our ages (late 30s and early 40s) and tenure in the business (15+ years), we are poised to be a strong candidate to acquire a practice to allow a mature advisor to retire from their business. We're not interested in growth for growth's sake; instead, we're looking for proper philosophical and cultural alignment. We're very content to not acquire or merge, but will consider opportunities if the fit is solid.

Has Office Space to Share in Perrysburg, OH

We currently have one office available in our suite, with option for additional adjoining space should the need arise. Our current suite has two conference rooms for meeting flexibility. Class A space.

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