Overview

We are a financial planning team practice that seeks to provide the highest level of comprehensive financial planning and asset management for our clients. We are seeking to buy practices, or to merge with a practice. Our firm pays 200-300% for a book of business and would be a great location for retiring advisors. Our team of 5 is highly skilled in meeting every financial need our clients have while managing their assets. We have 2 office locations and enough room to expand by bringing on another team.

We would like to connect with advisors seeking to retire and transition out of the industry. We would also like to connect with independent/solo advisors seeking to join a growing team and increase their book of business.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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