Overview

We are a RIA firm located in Blue Ash, OH looking to expand thru acquisitions/mergers. We currently have a team of 12 including a 3 CPA's, 2 CFP's and 3 CRPS's. Our firm was established at the beginning of 2018, but comes with approximately 200 years of combined experience, with Walter Lunsford as the Managing Partner and lead advisor for the book of business which dates back to the mid 1980's. We work with Individiual Investors, Institutions, Foundations, Professional Athletes and have a large book of Qualified Retirement Plans. We also launched a tax preparation business in 2019. We are looking for advisors that value an Independent environment and want to have a vested interest in a growing firm. If you are seeking succession planning or currently manage a practice and would prefer to focus on growing advisory assets instead of managing the operations of a practice, we would like to discuss the value we could bring.

Market
Advisor/RIA
Last Activity
2 weeks

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