Overview

I am 1/3 of a family run practice and looking to find a partner for my practice as well as someone to join in the succession of the assets of the other 2 advisors. Focused largely on Retirement Income Planning and Business Succession planning we have a strong ethics and research focus, placing client needs above all else, and with the 3 advisors in our office ranging from age 35-64 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.

The three of us have different specialties from managed account/portfolio construction, annuity and insurance knowledge, traditional stock and bond investing, and overall education focused communication with the clients. If you feel we would be a good home for your clients, we would welcome the opportunity to talk with you.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Listing Age
1,259 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...