Overview

I am looking to purchase a practice. I have a partner, that I have been working with for 7 years, we split most business 50/50, but have both have client from prior to our partnership. I have about 120 clients and would like to expand, and think I could reasonably handle 300 clients. I have 2 assistants, 1 of which is full time, 1 is part time. I am a CFP, and focus on financial planning. Our office is in Orland Park, IL and most of our clients are local, but have some scattered throughout the country.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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