Overview

Comprehensive wealth management firm. Looking for opportunities to buy or merge practices along with opportunities for facilitating the purchase of a practice with a younger advisor over the course of the next few years. We have taken the necessary steps in the last 1-2 years to be able to easily scale our firm for rapid growth through mergers or buyouts. I have seen this done well recently and feel like I have a good understanding for what it takes for a successful succession plan for a senior advisor. Our firm has recently adopted a single-tier partnership structure. We possess a strong culture that values independence, holistic planning, integrity, and fun.


Last Activity
2 weeks
Listing Updated
Dec. 21, 2023

Business Data

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