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My business is comprised of young professional couples and working women, with only a dozen households currently taking RMDs. The average age of 49 means that the majority of my clients are currently putting money INTO their accounts on a monthly basis. The majority of clients also purchase insurance through me and expect comprehensive financial planning. I am hoping to find a partner or successor in the Philadelphia area to take over my practice in about 5 years. Young or middle-aged advisors working at fiduciary firms are heavily favored. I am currently with Ameriprise Financial and I do not have any desire to switch BDs. I will entertain offers from advisors outside of Ameriprise who are interested in making the switch. I prefer a buyer already within Ameriprise's network.

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