$32MM AUM | $350,000 GDC in Norcross, GA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Norcross, GA, US
Fee 0% Commission 100%
Gross Revenue
$350,000
# of Accounts
147
Avg Client Age
47
Overview

We are a full service financial planning firm. We work primarily with small business owners who are referred to us from our long CPA relationships. We do very advanced planning working with Tax Attorneys to come up with creative solutions for our clients. Our individual clients are the business owners themselves. My hope is either to purchase practices that would see me and my firm and a good solution for themselves and their clients. We are a relationship based firm. What we mean by that is w focus most of our time on building long lasting relationships with our centers of influence and clients.

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