Overview

My practice has 4 advisors of which two focus on wealth management and two focus on retirement plans. We are very interested in growing our practice by making strategic acquisitions that have a very similar philosophy. We are a comprehensive financial planning client centric firm. Our asset management philosophy is to focus on low costs Mutual Funds & ETF's. We want to focus on finding a practice that is within 200 miles of Austin so this could include Dallas, Ft. Worth, Houston, or San Antonio. I would also include a practice in Arkansas.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
1,399 days old

Business Data

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