Successfully completed two purchases of a retiring advisors book of business, and are now interested in pursuing another in the 1-5 year time frame.
We are a hybrid RIA with the ability to manage advisory or commission assets.
We have a CFP on staff and a CPA practice in our office in Denver. We take the team approach and we are committed to servicing all clients regardless of size.
Not every business is right for our philosophy, but we are open to a phone call or brief discussion to see if we should pursue a more serious conversation.
We are very flexible on terms, and are willing to work with you to achieve a time frame and price that is acceptable to you.
Thank you for your consideration