Overview

I'm a Financial advisor in my mid 30's and part of a larger RIA firm located in Chicago's southwest suburbs. We're looking to expand the practice through acquisition, referrals and succession planning. We're open to partnering with a senior advisor who plans to step away over the next few years. We consider ourselves to be highly ethical and do everything we can to look out for our clients best interest. Most of the advisors in the office hold the CFP and AIF designations. All of the advisors have clean backgrounds.

We custody with Schwab as our custodian and use MoneyGuide for financial planning.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,167 days old

Business Data

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