Overview

I am actively seeking financial advisory businesses looking to create an exit plan. I am backed by a very well capitalized and credit worthy investment partner with a clear valuation process and an extensive track record of successful acquisitions. My business is client centric and has 2 core components, financial planning and investment advice. I'm looking to acquire businesses that are or can be complimentary with mine.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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