$6MM AUM | $354,000 Rev in
Our practice is a combination of a RIA firm, an insurance agency, and a tax practice.
We are looking for an opportunity to grow and expand our hands-on, personalized financial services firm. We would consider accepting a merger or buying another firm - including succession planning for a retiring or slowing down advisor.
We have clients in multiple states ( primarily IN & TX) and are willing to go the extra mile to take care of your clients, friends, and even, family as if they were our own. We will be happy to offer to send you a copy of our "Believe" booklet and you can decide if you want to partner with or sell to us.