Overview

I am a breakaway advisor growing my practice and partnered with an SEC RIA seeking to acquire/merge/partner with advisors. We employ a financial planning process and portfolio management style that adds value for clients and opens advisor opportunities for new and existing clients. Advisors looking to transition to fee-based, looking to add portfolio management and financial planning to their existing insurance or CPA business, or in need of a succession partner may be a good fit.

Market
Advisor/RIA
Last Activity
this month

Business Data

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