Overview

Hello Advisor Community. Myself and another Advisor recently merged and we want to continue to grow.

We are looking to bring on another professional who wants to either 1) free up their time by not having to focus on the business and compliance side and instead grow and maintain their book with the support of a team (plus sharing in costs to capitalize on economies of scale), and/or 2) You are great at business development and want to leverage your time on the sales front and have a team do more/most of the client servicing, while you collect AUM for simply bringing in the business. We are a younger team of ambitious financial professionals, under 40. I am CFP(R) professional. We are currently a Fee Only and fiduciary practice. We specialize in retirement planning for our clients and low cost index investment management during normal market times with tactical asset management during times of market volatility.

We would love to start a conversation with someone who is interested in MERGING or even SELLING their practice. If you want to grow with the support of a great team while allowing you to maintain freedom on how you run your practice, reach out today.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
1,333 days old

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