Overview

I am actively searching for an opportunity to provide a successor to a retiring financial advisory business. I am a 36 year-old CFP in Des Peres, MO. I currently manage about 170 accounts and $19 million in assets. As a practice, we provide our clients with investments and insurance through Cetera Advisor Networks. Our firm, Paramount Financial, is well established with experienced advisors and support staff to assist in the transition of a book of business. With these resources at our disposal, and ample capacity, we're fully prepared to assist in the sale or sunset of a practice while ensuring that client engagement standards do not suffer.

If you would like to discuss further to see if there is a potential fit for a succession plan, please let me know when would be a good time to talk.

Thank you,

Stephen Mayer

Last Activity
6 months or more

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