A client-focused Hybrid-RIA and multi-custodian platform looking to buy the right book. Our firm consists of two CFP’s with 8-years’ experience with another 30-40 years expected in the business. We are most interested in finding a seller with an insurance background who is either looking to retire or delegate their investment management to another office. We would like it if the seller understands the value of a fee-based investment management platform combined with the ability to work with insurances.

We are also looking for opportunities to acquire retirement plan business such as 401k's 403b's and other small business items.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business


Technology Solutions

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CRM Systems