$530MM AUM | $1 Rev in
Akron, OH

True Wealth Design (TWD) is a registered investment advisor (no b/d) that is headquartered in Akron, OH with offices in Pittsburgh, PA and southwest FL. We also provide tax and accounting services through our Tax & Accounting division.

** OBJECTIVE **

We are looking to acquire an RIA firm or "RIA-like dual-registrant" in (1) northeast Ohio, (2) Columbus, Ohio, (3) Pittsburgh, PA or (4) southwest Florida (Naples to Ft. Myers) with revenues ranging from $500K - $3M. Firm must be asset allocators within their investment philosophy.

We are also open to continuity partnering with succession occurring within the next 5 years with firms in our targeted areas. This multi-year plan can allow you to address death and disability now, remove some operational responsibilities, and secure a successor for when you're ready to leave the business.

** M&A EXPERIENCE **

• 10/2020: ~100 clients and ~$140MM (added Schwab/TDA and Pittsburgh office)
• 01/2022: ~45 clients and ~$25MM (added Fidelity and 1 Ops staff)
• 12/2022: ~40 clients and ~$60MM (adding 1 CFP and 2nd Pittsburgh office)
• 08/2023: CPA firm with 100 business owner and ~500 individual clients (added 4 CPAs + Ops staff)

** ABOUT TRUE WEALTH DESIGN **

True Wealth Design (TWD) is a registered investment advisor (no b/d) that is headquartered in Akron, OH with offices in Pittsburgh, PA and southwest FL. We also provide tax and accounting services.

TWD was created to make a substantial positive difference in our clients’ lives, our employees’ lives, and the communities where we live and work. The means by which we strive to do this is by proactively delivering holistic financial advice in a sophisticated, transparent manner while providing a great client experience.

We're financial planners, asset allocators, and do tax planning/prep. Our clients recently gave us an 81 NPS score in a blind survey and are very happy with their service and results relative to costs they pay. Read more: https://___

We are led by a highly motivated, mid-40s managing partner with 2 minority partners also under the age of 50. Our focus is acquiring and serving pre-retiree clients with $500K+ in assets with integrated wealth management services -- retirement planning, investment management, and tax planning services. We also have streamlined service models to serve less affluent families and younger accumulators. We do not have asset minimums but minimum fees for various service models.

Discretionary asset management is done in-house. We are asset allocators -- not stock-pickers or market-timers -- and use funds from DFA, Avantis, AQR, PIMCO, Cliffwater, Vanguard, and others. We may use some private investments for HNW clients.

Our small-firm culture can be described as a non-commissioned, intellectual environment where a true passion for financial planning drives the work we do. We are not too formal, like to have fun, and care about our clients. We work hard, get things done on time, have high expectations of all team members, and pay close attention to details.

If you see a potential business opportunity and fit with what I've described, please contact me.

Regards,

Kevin Kroskey, CFP, MBA
Direct: ___-___-____