$45MM AUM | $275,000 GDC in Westmont, NJ

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Buyer | Merge | Succession | Continuity | Successor
Westmont, NJ, US
Fee 0% Commission 100%
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Certified Financial Planner with loyal growing client base. Focuses include comprehensive financial planning and wealth management along with corporate level 401(k) advisory.

As a Certified Financial Fiduciary, I’m committed to acting in the best interest of my clients and providing them with a solutions oriented approach. I'm dedicated to being on the cutting edge of financial planning and delivering a high-level service model.

Looking at possible merger opportunities or possible tuck in options to share office space/resources. Also interested in being a continuity or successor option for existing practices. I have previous experience in succession and book purchases. I’ve engaged in a succession, continuity and a buy/sell transfer in the past.

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