Overview

We're a small but growing, locally-owned fee-based financial planning and asset management firm. We're actively seeking to acquire books of business as we continue to grow. We've been embracing the DOL ruling with open arms and, for those advisors who feel this might be a good time to exit the business, we'd be happy to explore a purchase agreement.

Additionally, we're looking to bring on advisors who wish to transition their books over a longer period of time and are looking for a firm that will wholly support and pay for a transition and succession strategy.

Last Activity
within 2 months

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