Overview

I have a successful team of 6. We are interested in purchasing additional books in order to continue expanding our practice. We have built a base of $90MM AUM and love working with our clients. We are primarily managed money and financial planning, with some annuities and insurance where appropriate.

Ideally we are looking to bring on an advisor with an existing book. This could also be a good fit for someone that is planning to retire or leave the industry. We could even set up a business continuity plan in case something happens, you would have a contract and we would pay your family or estate for your book and continue to work with your clients.

Our team has a great business plan in place and will be around for the next 100 years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

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