Overview

With over 21 years in practice and at least 20 more to go until retirement, I am actively looking to acquire like books-of-business from advisors of a similar ilk looking for a retirement exit.

We have offices in Greenville, SC and Reston, VA (Washington, DC metro). Thus, we are within a short drive to many other major markets like Atlanta and Charlotte.

The practice moved into the RIA side of the industry in February, 2022 after two decades in the wirehouses (Merrill Lynch, Morgan Stanley & WFA). Currently we custody with Fidelity but are open to adding others (i.e. Schwab, IBKR, State Street, etc.).

My ideal candidate has $30MM or greater in AUM, with a majority of revenue generated from advisory business, though I am certainly open to discussions.

My practice operates under a regimented, high-touch service model where we get to know our clients' specific objectives. Our intent is for clients obtained through an acquisition to experience an equal or upgraded level of day-to-day service and feel comfortable about their advisor's decision to merge their practice with us.

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within 2 months

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