Member Level
Last Activity
Marietta, GA, US
Profile Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

SEEKING: experienced Advisor/CFP in the Marietta area, to join my practice. The objective: to purchase my business in 24 months+. I am a solo-practitioner, CFP in Marietta, GA, IRIA/ with a fantastic independent B-D. Primarily serving the pre-retiree/retiree market and I have built a profitable AUM business with supportive practice management systems in place. What I am offering to the right person is an excellent turnkey opportunity to step into an established firm, build their business, as they prepare for a future buyout. This NOT a salaried employee situation, nor an immediate walk-in to shared fees.
PLEASE NOTE: I am NOT interested in merging with another larger firm forcing me to move my clients to a different B-Ds, nor dissolving my business.
Who would be a strong candidate?
An entrepreneurial-minded, experienced, licensed Advisor, solo-CFP, who ambitiously wants to grow organically in the near-future and sees this as an appealing path to ownership; one not offered at their current location. A solo Advisor seeking the strength of team advantage and additional services to facilitate growth. A CFP who desires to be 100% independent; not wanting limited client offerings, nor mandates or penalties for not pushing B-D products. An Advisor who wants to jump out onto their own, yet recognizing the challenge of building a business from ground up alone; in terms of general operational expertise, practice management, branding, marketing, and associated investment start-up costs. An Advisor seeing the right time to move to a better B-D; which would be required.

If you would like to begin a conversation, reach out by telling me where you are, what your business objectives are, and what barriers exist for you.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities


Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred