Overview

I have my own RIA and I am looking to grow my client base through acquisition. I have always focused my practice on providing an exceptional client experience. I am focused on comprehensive wealth management, to include objective financial planning, investment management, and risk management solutions.

My firm is technology-centric and I am easily able to support remote client interactions, as long as the transitioning client book is up to it.

I am most interested in finding a seller with a book of fee-based business to transition.

Market
RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,331 days old

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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