$200MM AUM | $2MM GDC in Lake Oswego, OR

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
181 days old
General
Compatibility
Location
Lake Oswego, OR, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
700
Avg Client Age
65
Overview

Johnstone Financial Advisors is a fee-only, boutique RIA located in downtown Lake Oswego, near upscale shopping and restaurants.
All advisors are experienced, salaried, fiduciary CFPs who are trained to put you and your clients first.

Choose a buyer who knows how to nurture you and your clients through the transition process.

You will be treated to a smooth and organized acquisition with professionals who work closely with you to make the experience as comfortable and straight-forward as possible.
Each client is guided through a personalized savings and investment plan, and each client is contacted regularly to update their long term goals and to monitor progress toward those goals. We have extremely high client retention and satisfaction. Our office is both professional and cozy, and our staff is friendly and relaxed.

At the very least, let's meet and share ideas. We'd love to meet you.

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