Overview

We are a partnership that includes a 50+ year old advisor and a young next Gen advisor under 30. We are well positioned generationally and relationaly. We work as a team to do financial planning for clients and we manage discretionary fee based portfolios with stocks and etfs, we have created scale and capacity to handle more assets and clients without a lot of additional cost. This makes us an attractive fit for a selling practice. We have the ability to be use Fidelity, Schwab, and TD Ameritrade Platforms as well as LPL.

Looking for the right practice to purchase, one that respects holistic planning and is primarily fee based.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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