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Financial Advisor   

$500MM AUM | $5.2MM GDC in New Albany, OH

Member Level
Last Activity
2 weeks

Business Mix:

30% Comm
70% Fee


New Albany, OH, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


We are a Wealth Management Practice that caters to Corporate Executives, HNW Individuals and Business Owners. We are looking to acquire a few select practices and have a very strong track record of success with 2 past acquisitions. There are three principal partners of the team with an average experience in the industry of 12 years and an average age in our mid thirties. We welcome all serious and qualified candidates to explore what we have to offer as you prepare to leave the industry and place one of your most important assets in someone else's care. Thanks for the opportunity.

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