$250MM AUM | $1.5MM GDC in
We are a strong 30 year old firm with a presence in 5 states throughout the Midwest. We are a planning firm with strong established national partners and excellent low cost technology platforms. We are looking for quality advisors to partner with who are looking to merge or join an established firm or advisors who are looking to retire and sell their practice so we can continue to grow our footprint and offerings to both our clients and advisors.
We are focusing on the Ohio region currently welcome opportunities to meet and learn more about your business and see if there might be a fit. My direct line is ___-___-____.