Overview

I run a very high touch, high value proposition practice with a modest number of clients that all have reasonably substantial assets. I believe that all investment management services come with in-depth financial planning conversations and advice while still doing some strictly fee-based planning for newer clients or those that are not using me for significant investment management services. My hope is to expand my book of business with a similar-thinking advisor either through a practice purchase opportunity, merger, or succession planning (either direction). I currently work as part of a boutique RIA firm in the Chicago area with a large B-D but open to discussion about RIAs.

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