Overview

I am looking to bring on another adviser to our practice. I am open to this other adviser coming on as a junior adviser and both growing your own practice, while leveraging the systems that we have put in place, and working with some of our existing clients. I am also open to the idea of bringing on a real partner who has a similar practice to mine and is interested in working together to build a larger practice that can benefit our clients through offering more efficient and comprehensive service.

Our firm is currently made up of myself, the lead advisor, 2 paraplanners who runs the operations, and an administrative assistant. The majority of our clients are retired and we focus primarily on building portfolios that produce sustainable retirement income.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,248 days old

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