Advisor seeks to merge with another firm for 5-10 years before completely selling book of business. Advisor seeks to identify a successor in the next 5 years.
The ideal candidate must have a CFP, have at least 10 years of experience, and work on a fee-based platform. Familiarity with mutual funds and managed products is preferred. Advisor seeks to speak to candidates with an established practice in Boston, MA and/or Cape Cod, MA.