Overview

I am a IA with over 20+ years of industry experience looking to acquire a successful practice. I am coming from a growing RIA only practice that embraces the fiduciary model providing financial planning and investment management from an independent platform. I am seeking a like minded advisor who is exploring a succession plan and/or sale of their practice and wishes to develop an exit strategy to create a smooth transition for their clients. Geographically, I am interested in practices located in southwest MI, Southeast MI, or Northwest Ohio.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,195 days old

Business Data

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