Overview

Our practice started as a tax preparation and advisory practice and has expanded into financial planning and investment management (RIA). We are looking for a small to medium sized financial planning and investment management practice to acquire or merge into our practice. We would Ben interested in a transition period for a practitioner looking to retire.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Member Since
Aug. 29, 2017

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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