Overview

Looking for practices to buy or advisors who would like to affiliate with a "business builder" OSJ
1. Buy smaller/medium practices outright,
2. Pair an older advisor with a younger advisor,
3. Structure the purchase as part of a succession plan over a longer period of time
4. Provide ancillary services to enhance a practice in anticipation of retirement and sale.
5. Provide access to our value added services, which include Athlon Tax & Bookkeeping LLC (individual and small business tax services), Athlon Insurance Services LLC (full P&C and Personal lines agency), Athlon Wealth LLC (inhouse financial planning and proprietary investment management), and Athlon OSJ Services LLC (Compliance and field office support).
6. Retain your brand or adopt ours, and #1 independent B/D affiliation.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
1,215 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...