Overview

I am a CPA and CFP with approximately 10 years of experience. We are a full service accounting firm (tax, audit, general accounting, planning, consulting, etc.). Our accounting firm is staffed with 12 employees, one of which also works as an administrative role in my financial advisory practice. We also have another CPA that is working toward passing her securities exams and currently holds her Life/Health/Annuities license that is also involved in our financial advisory practice and will soon be an advisor herself. In our financial advisory practice we mainly work with managed money, but we also do life insurance planning, primarily for business owners.

I am interested in buying smaller practices ($20MM AUM and under) to build my practice faster. My main office is on the border of VA/NC so I am interested in VA and NC practices. I also have a satellite office in Raleigh, NC that I can utilize.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months

Business Data

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