Overview

Our team is looking to help sunset a practice in the next 18 months and make that transition as smooth and easy for the seller as possible. Our team consists of two Certified Financial Planners, a Financial Planning Analyst and a support staff member.

Our practice is focused on financial planning and goals based investing.

We are also interested in helping an advisor or team transition their practice over a handful of years if selling immediately is not the goal.

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within 2 months

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