Overview

I'm looking to evaluate and design a continuation plan for another firm or advisor leaving the industry or planning an exit strategy. My firm focuses on individual and group retirement planning, we provide a financial plan to clients and evaluate the insurance, investments, tax efficiencies, estate planning and make recommendations based on the needs of our clients. Our focus is always on doing what's best for out clients. We believe in efficient markets; we use Dimensional Funds to build client portfolios and anyone interested in our firm would need to understand and believe in the DFA approach.

My firm would like to partner or work with advisors who may no longer want to spend their hours working on client portfolios or creating a financial plan, someone who is looking to either leave the industry or reduce workload. I have a staff in place but can expand this if needed to support the right person. Minimum AUM required is $10M; can be commission or fee based but we will likely only use fee based once transitioned.

I have no interest in selling and my only interest in merging would be an advisor moving under my RIA. My platform is ideal for someone who has a nice book of business and has been dealing with other company or wire-house low payout structures.

Please contact me or call my office, ___-___-____ and ask for Donna to set up a call or lunch and open further discussions

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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