Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Denver, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$190,000.00
# of Accounts
500
Avg Client Age
50
Overview

I am a 46 year experienced planner who manages a team of 4 others. I work in an independent firm in Cherry Creek. I am attempting to purchase and service the practices of other planners who are retiring and want to make sure that their clients are in good hands. I am open to creative solutions regarding good will periods and it is important to me that first the clients are in good hands and that both parties to the transaction leave feeling good about their decision.

My practice is comprehensive in nature; we address balance sheet, cash flow, investment and legacy planning. I believe in working with other quality professionals to find efficient strategies for tax mitigation, business and estate planning.

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