Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Hilliard, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$700,000.00
# of Accounts
350
Avg Client Age
60
Overview

ARE YOU A FINANCIAL PLANNING PRACTITIONER IN THE CENTRAL OHIO AREA LOOKING TO RETIRE BUT CANNOT FIND A SUCCESSOR WORTHY ENOUGH TO WORK WITH YOUR CLIENTS? I believe there are many practitioners out there that are waiting to retire solely because they believe there is no one who will work and advocate as hard for their clients as they do and will always put their clients' best interests first. I am looking to expand my practice, and if this sounds like you, we may be a good fit.

I am a sole female practitioner with an excellent administrative assistant located in Hilliard, OH. I currently manage $100M in AUM (95% advisory) and do holistic financial planning for 90 families in a practice that I started right out of college and built over the last 21 years. I know more and care more for my clients than many people in their lives and am blessed to love coming to work everyday. After 20 years at a wirehouse, I became a hybrid advisor in 2017 in association with a RIA that has the flexibility of working with four custodial options for the ultimate in transition flexibility. If you have staff members who are not ready to retire, I would definitely consider employing those quality individuals long-term.

If you would like to explore more about how our practices might be a good fit, please contact me.

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