We are a successful financial planning practice that just celebrated its 25th anniversary.
We believe in an evidence based investment philosophy and the majority of our book is fee based having made that transition starting in 2004.
Our team is made up of four advisors and seven support staff in various roles.
Over our 25 yrs, we have successfully purchased and integrated four books of business and maintained a low attrition rate and are looking to do it again.
We are looking to speak to those who are interested in selling their practice to an experienced team with the resources available to make an attractive offer and take good care of their clients.
Looking forward to hearing from you.