$40MM AUM | $530,000 Rev in
Fast growing Planning focused RIA looking to purchase 2 to 3 practices over the next 2 years. We have created a state of the art scalable process to market, onboard, and service client relationships. We are very focused on using technologies that bring better value to the clients and improve the workflows of admin staff. We also own an insurance agency to facilitate the life insurance and LTC needs of our planning clients.