$7.1MM AUM | $428,000 Rev in
Our practice is a combination of a RIA firm, an insurance agency, and a tax practice. Our staff includes one IAR, five licensed agents, two tax preparers, and two support staff.
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, but also AZ, KY, MI, and SC) and are willing to go the extra mile to take care of your clients, friends, and even, family as if they were our own.