Overview

I have well established practice (over 21 years) with a robust team (5 advisors and 7 support team members). I have a second home in Ft Myers and would like to acquire or partner with a firm in the Ft Myers area - as my intent is to eventually move to Ft Myers in 4 to 8 years from now(dependent on ability to find a practice to manage). I currently have a second office over 1 hour from my primary office in Canton Ohio and successfully run that with my team in Cortland. I am looking for a firm or an advisor that is looking for a transition plan in the next 2 to 4 years to work with a high quality firm that holds the fiduciary nature we uphold seriously and wants to work with a firm that has high integrity, planning culture, a robust service model and a balanced approach.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,212 days old

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