Overview

I am taking over a half of my family practice and would like to eventually split my time between our office in Greenville and my home in the Mars / Cranberry area. I would like to help transition an advisor with an established location and client base who is looking for a succession plan closer to my home in Mars PA.

Currently we are actively moving as much business over to our RIA platform.

Market
Advisor/RIA
Last Activity
within 2 months

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