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 been around for 25+ years and I've been doing this for 9+ years in Springfield.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...