$56MM AUM | $480,000 GDC in Norwood, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Norwood, MA, US
Listing Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$480,000.00
# of Accounts
340
Avg Client Age
58
Overview

Our firm was founded with a mission to provide the best possible financial advice at an affordable cost to our clients. We pride ourselves on our ability to offer guidance on more than investments and insurance. We are comprehensive financial consultants focusing on everything from coordinating and managing retirement income to estate planning. Our fiduciary driven philosophy dictates that we develop a customized plan designed to pursue client objectives. Our purpose is to help clients be the architect designing the framework and foundation needed to pursue financial security for several generations.

We are interested in buying firms of similar size and business model, and we are open to successor and continuity conversations.

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