Overview

We are interested in purchasing 1-4 person firms or books in the mid-atlantic between 10M and 250M. We are a fee-only fiduciary and seek to be the acquirer of choice. Our team based approach to financial planning and investment management ensures that your clients will be served with excellence. Our team includes CPA, CFP and CFA resources. We have experience acquiring both RIA's and Broker-Dealer affiliated advisors. We are equity funded and prepared to acquire practices at a premium to current market multiples. Don't wait to enjoy retirement. We are able to close quickly and we care greatly about serving your clients in a way that will make you proud (we have one of the highest client satisfaction rates in the industry).

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Matt Schubert, CEO
Selective Wealth Management
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Market
RIA
Member Level
Chalice
Last Activity
this week

Business Data

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