I'm seeking an experienced and established advisor with shared values to join practices in an ensemble format. I'm a seasoned solo practitioner with a comprehensive wealth management practice. I seek a like-minded professional(s) to combine for growth, continuity, and succession.

An ideal candidate:

• Values relationships, integrity, transparency, and professionalism.

• Is accredited (preferably CFP®) with at least ten years of client advisory experience.

• Has a book of mass affluent and affluent clients with at least $40 million AUM

• Is looking to make a move. I have ample high-quality office space. I'm satisfied with my present affiliation but open-minded.

• Is mid-career as I'm in the later innings of my career.

If you are an interested IDEAL candidate, let's connect. Otherwise, please, let's not waste each other's time!

Member Level
Last Activity
this week
Listing Age
739 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers


Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business


Technology Solutions


CRM Systems

Blurred Blurred