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

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this week
Listing Age
258 days old
Waltham, MA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
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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.

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