$110,000 AUM | $1MM GDC in Waltham, MA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
258 days old
General
Compatibility
Location
Waltham, MA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
200
Avg Client Age
60
Overview

I have been in business for 18 years,and have built a team made up of a full time assistant, paraplanner and a team of junior advisors. MDonovan Financial is a financial planning firm under a large hybrid RIA at LPL Financial with offices in Rockland and Waltham, MA. We are multi-custodial (we can custody assets at LPL, Fidelity, Schwab, TD.) We charge fees for a comprehensive financial plan and offer objective solutions. We focus on multi-generational financial, tax and estate planning for HNW families and business owners. A large percentage of clients are in the medical field. For HNW clients >20M or those with complex situations we offer family office services.

My family and I split time between our home in Norwell, MA and North Conway, NH. I am 42 years old and look forward to at least 30 more years of building a practice that helps families and businesses with planning solutions. Very interested in having a conversation with advisors, teams, and firms, looking for an immediate sale or a process oriented transition out of the business. We have strong internal team to help with valuations and transitions.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...