We are interested in opportunities to acquire and/or merge, provide continuity plans where needed.

We have a national presence and therefore, able to be ON SITE in many states. Our strong preference is for the Southeast, in particular, South Florida. We are based in Coral Springs (near Boca/Fort Lauderdale). We also have offices in Sarasota, Sacramento, San Francisco, Orange County and outside of Philadelphia.

We are well capitalized, will pay offer higher than standard benchmark multiple for the right practice and offer favorable terms.

Founded in 1996, we are a boutique financial advisory practice that counsels people on complex financial advice. We work primarily on a fee basis.

Primarily, we serve women who handle the household financial planning either for themselves or their families. We also work with many college professors/administrators. We also still have many 'legacy' clients who represent a broad demographic.

Last Activity
6 months or more

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CRM Systems