Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Mansfield, OH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,300,000,000.00
Gross Revenue
$7,500,000.00
# of Accounts
2,500
Avg Client Age
59
Overview

Fee-only firm with offices in Cleveland, Columbus, Mansfield, Tampa Bay and Puerto Rico. We are financial planning firm first. We have created a CPA program that puts us in partnership with CPA's in Ohio and Puerto Rico to provide Wealth Management services to their clients as co-advisors. We currently have over 20 CPA's working exclusive. This has allowed us to grow from 50 Million to over 700 Million in the last 15 years. We are looking to work with other quality advisors that need to transition their client base over the next 3 to 5 years and want to work with a quality firm that puts clients first. Would also be interested in advisor firms that may want to merge and join with us and grow their practice with our unique CPA program and our overall excellent technology Platform.

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