$51MM AUM | $500,000 GDC in Albany, NY
Member is Interested In:
36 yr old Independent Registered Investment Advisor with 9 years of experience in growing a successful client centric financial practice focused on holistic planning around individual client needs.
I am currently looking to purchase a practice and merge it with my organization. Along with fantastic support staff and utilizing technology, systems and processes, we have been able to create capacity to efficiently grow through acquisition.
I believe financial planning is an ongoing process. Clients needs and goals change and so does the world around us. A financial plan needs to evolve. That’s why it’s critical to establish a relationship between client & planner that is akin to a close friendship.