Our firm, the East Paces Group, is an RIA that is focused on providing both financial planning solutions and portfolio management to independent advisors. We have a partnership with a hybrid broker-dealer that has given us access to some very unique investment opportunities for high net worth investors. We are able to offer advisors competitive payouts with a fully-functioning back office with compliance and operational support.
We also have a unique independent model that is perfect for advisors looking for a succession plan in the next 1-5 years, but may want to move with their clients and continue their business for some time pre-transaction. This gives us a lot of flexibility to make sure the clients are settled, and the advisor accomplishes his retirement goals as well.
Our team is interested in:
1.) Speaking with advisors looking to partner with a truly-independent RIA that has in-house investment management, financial planning services, and a staffed operations department to support their business.
2.) Advisors looking for a short to medium term succession plan. If it's a good fit, we will offer very competitive pricing.