Overview

Starting my firm from the ground up with a focus on providing fee-only planning to young engineers & pharmacists.

I'm looking to assist an advisor who is evaluating options for succession planning purposes. To be a good fit, the advisor would need to be fee only. Bonus points if your practice serves engineers &/or pharmacists.

I would like to continue working with my current clients and building my own practice, but am willing to do so at a slower pace if the opportunity presents itself for me to integrate into a similar practice. If a succession were to occur in the future, I'd have two distinguishable service models.

Very flexible with buyout options as long as it's a good fit and makes sense.

Last Activity
within 4 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred
Resources
Loading...