Looking to acquire RIA’s and or breakaway’s in the Philadelphia, Suburbs, South Jersey and Fla. We are a unique retirement planning firm helping guide individuals near and in retirement live a stress free life. We also help companies with 401-k and retirement planning set up and employee education. As fiduciaries, our unique team approach allows advisors to leverage firm specialists and high level support for better work life balance. We do not do client taxes, but are tax centric with multiple CPAs on teams to review tax returns and give strategies. With planning at our core we have CFPs and seasoned Relationship Advisors work with specialists as a team to guide clients. We are actively looking to acquire the right fit RIA.

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within 6 months

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