$80MM AUM | $500,000 Rev in
Looking to acquire practices, large and small, and/or create succession plans for retiring financial professionals. Also looking to acquire partial practices from advisors that want to downsize, shrink their client base, etc. We have amazing relationships with existing clients and receive referrals regularly. Clients compliment us on our service. We would treat clients from acquisitions with the same level of service and care.
We have excellent benefits, staff, and professional development.