Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Profile Age
946 days old
General
Location
Newburgh, IN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$347,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
1,200
Avg Client Age
62
Overview

We are a thriving team practice providing both Comprehensive Advice and Wealth Management strategies to individual and business clients throughout the United States. We are comprised of 5 financial advisors and 7 staff people based out of Southwestern Indiana. The three primary partners in the firm are all around 40 years of age, each having a minimum of 15 years of experience in the industry. We currently operate an additional full time office in Brentwood, TN and satellite offices in both Paducah, KY and Radcliffe, KY. We are looking to continue our business growth through mergers and acquisitions. Ideal locations for acquisitions are Southwestern Indiana and the Nashville, TN area; however, we are open to discussing any and all merger and acquisition opportunities throughout the United States.

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