Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
612 days old
General
Location
Carmel, IN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$135,000.00
# of Accounts
300
Avg Client Age
62
Overview

Fiduciary Advisor focusing on Retirement Planning.
One advisor office building out plans that revolve around 4 main pillars:
INCOME, TAX PLANNING, INVESTMENT PLANNING, SOCIAL SECURITY STRATEGIES.
At a premier location in Carmel, offering an experience instead of a simple service. Our clients
stay with us, we have a 95% retention rate year to year.

I have another 15 years minimum in the business, likely several more - and if I can add to my book
of business in a win-win opportunity with another local office (taking over or perhaps merging) - I certainly would consider it.

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