Greetings! We are a well-established and nationally recognized RIA firm with decades of experience. We have been growing organically at over 15% annually. We are debt-free and well capitalized for growth through strategic acquisition and are prepared to pay an above market multiple for a practice that is a suitable fit. We would welcome the chance to speak at your earliest convenience to learn more about your firm.

Please contact:

Doug Flynn or Rich Zito at ___-___-____ x2.

Last Activity
6 months or more

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