Overview

I have a multiple offices in Florida (Central, South and North Florida), with 3 other partners of different tenure. We are looking for advisors that are looking to retire today or over the next year to 3 years and offer succession solutions.

Having the resources of the firm behind us, we have funding for very large practice acquisitions.

We have a proven track record having acquired over 600MM of assets from retiring advisors over the last 12 months.

Last Activity
6 months or more

Business Data

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