Overview

We are an RIA with two partners/owners looking to expand our practice through succession, acquisition or merging. 35 years of combined experience including planning with Fee-Only RIA's with in-house Tax prep and Estate planing. We are flexible to buyout agreements; earn out etc. Our practice is Financial Planing based with AUM fee revenue and multiple fee options available (retainer, AUM, Hourly, subscription). we are 99.9% Fee.

Market
RIA
Member Level
Premier
Last Activity
this week

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