$300MM AUM | $2MM GDC in Garden City, NY
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We are a fee based financial planning and investment advisory firm comprised of partners and associates. Our clients include pre-retirees still accumulating wealth as well as retired individuals. We have many multi-generational client relationships and are well versed in providing estate planning advice. Our firm also handles a significant number of fee-based 401(k) plans. We have clients throughout the country but are primarily based in the tri-state area.
We are hoping to acquire one or more existing practices from advisors who are looking to transition their client base to an independent client centered firm. One of our unique advantages is the existence of our own internal succession plan. In addition, we have successfully completed several acquisitions of advisory practices. We are in the process of expanding to Florida and are therefore also interested in Florida based practices.