Overview

I am 1/3 of a family run practice focused on growing our client base. We recently brought on another advisor with another planned for summer 2024. The increase in advisors is to build out infrastructure in the office for the 2 older advisors. Focused largely on Retirement Income Planning and Business Succession planning (I am a CEPA) we have a strong ethics and research focus, placing client needs above all else, and with the 4 advisors in our office ranging from age 38-67 our client age and demographic mix is fairly diverse.

We would welcome someone looking to set up a succession plan with us or join our practice. Preferably the selling practice has been focused on advisory accounts and/or has begun that transition discussion. We manage most of our own models to reduce drag on client portfolios and utilize other products to reduce overall out of pocket cost to the client.

Each of us has a different specialty of knowledge from managed account/portfolio construction, business valuations and sale price growth, annuity and insurance knowledge, traditional stock and bond investing, and an overall education focused approach with the clients. If you feel we would be a good home for your clients, we would welcome the opportunity to talk with you.


Last Activity
within 4 months
Listing Updated
Dec. 21, 2023

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