Overview

I run a Wealth Management Firm based out of Vero Beach. I've done a nice job of carving out a niche for myself in the Small Business Marketplace. I also happen to be a Tax Professional, and my Accounting and Tax Preparation Firm have complemented the Wealth Management side nicely. I am looking to grow via acquisition. An ideal match would be someone who is looking for a successor for their Wealth Management Practice.

So far I have completed a handful of acquisitions, of which 100% have been CPA's looking for successor's for their RIA clients. I believe I am an excellent candidate and a really good match for retiring CPA's looking for a succession plan, but I am certainly open to all opportunities.

Currently I have branches in Maine, New Hampshire, Massachusetts, Florida, Texas, and California.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
1,198 days old

Business Data

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Clearing Firm / Custodian

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