Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
497 days old
General
Location
Northfield, OH, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$18,000,000.00
Gross Revenue
$135,000.00
# of Accounts
165
Avg Client Age
57
Overview

I am a fee only financial planner focused on helping clients match their money with their lives. I would like to find a practice to purchase, or merge with in order to create continuity and continue to grow.

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