Overview

As a premier independent Financial Services Company, we focus on creating customized strategies built on unbiased advice. Our process begins by working with each individual client in an organized and methodical manner. I'm a 30+ year industry veteran with my CFP and many other credentials. Looking to buy practices or bring other advisors on and let them transition out over a set number of years. I have a younger advisor in the office now with 3 full time assistants and 2 part-time assistants to support us and additional reps.

I'm interested in speaking with likeminded advisors immediately to acquire or merge practices and happy to give much greater detail in meetings with potential sellers to see if you're a great fit.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
1,127 days old

Business Data

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