$20MM AUM | $192,000 GDC in
Searching for a Merger and Acquisition or a Certified Financial Planner who will eventually buy out the principal partner over a 3 to 5 year transition period. We are 100% Fee Only investment management and financial planning firm serving mostly divorced or widowed individuals. Our preference is to work with a local firm that can personally meet with our clients.
Asking price is based on a formal valuation and other factors.
Our investment strategy includes individual dividend stocks and index funds. Asset allocation is determined using an asset dedication strategy that is tied directly to the client's cash flow needs.
We are very hands on with a 95% retention rate over the last 9 years.