Overview

We are a growing, seasoned advisor team with over 125 years combined experience and are exploring multiple options for future growth including the possibility of buying or merging with another firm. We would also consider adding a solo advisor interested in working in a team environment that focuses on fee-based planning and asset management. Ideally we would like to provide a succession plan for someone who is thinking about retirement and is generating more than half their revenue from recurring fees. We also have excellent resources and the experience necessary to help the right candidate change broker-dealers and/or transition a commission-based book to one that is primarily fee-based.

Last Activity
6 months or more

Business Data

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