Overview

My business partner and I are interested in purchasing other Advisor's practice's.

We currently manage more than $130MM in AUM. I have been in the business for 30 years and my partner for 17 years. We have clients in 15 states and 3 countries. We are also part of the ___ SmartVestor pro team. Dave Ramsey has a nationally syndicated radio program that discusses and teaches people fundamental concepts about money. We have been associated with the Ramsey team for 8 years.

Our clients consist of average middle income families to many high net worth and ultra high net worth clients. We provide a full range of financial planning services which also include, life insurance and estate planning (wills & trust's) through our attorney alliances and tax services through our partner HBW Tax Services. We currently have two offices; one in Chico, CA (our main) and one in Roseville, CA. However, we have an interest expanding into other areas.

We pride ourselves on building solid, meaningful, high touch, long term client relationships and provide excellent customer service. Neither of us have any customer complaints or disciplinary actions in our backgrounds.

Our BD is Cetera Advisor Networks and we operate in both the commissioned broker dealer side as well as fee based fiduciary side. Dually registered with Cetera and HBW Advisory Services.

We are very interested in discussing your practice and finding out what is important to you in finding the right home for your clients as well as a transaction that is fair and respectful of all the hard work and effort you have put into building your book of business and clientele.

We look forward to an opportunity to discuss the possibilities with you.

Thank you.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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