Overview

I own a small firm located Cornelius NC. I am looking for a firm that would like to establish a succession plan. I have only been in the business for 9 years, and I am working hard to build my book of clients. Today I have about $24M in AUM that is mostly fee-based. I am a CFP and focus on goals-based financial planning including tax strategies and estate planning.

My company is just myself and a great administrator, and together we take great care of our clients.

I would welcome the opportunity to speak with you to learn more about your business and future goals.

My Best,
Scott Reber

Scott Reber, CFP®, MBA
Owner

Southern Wealth Advisors Inc.
Cornelius, NC 28031

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