Overview

Interest in acquiring like-minded firms in the Minneapolis/St. Paul metro area. Ideal scenario may be a fee-only advisor or small practice seeking to retire in 1-5 years. We are a 12 person fee-only RIA with strong operations and a great advisory team (4 CFPs, AIFs, CFA, JD). We have a high touch, planning-focused practice that offers good work/life balance. Open to serving as a continuity partner for similar fee-only practices.

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within 3 months

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