Overview

Independent team of four licensed and two support staff with locations in Muskegon and Grand Rapids looking to assist financial advisors seeking to partner and sell their practice. Financial Planning and Fee based with experience purchasing practices using SBA and bank financing. US Military Veteran led and supportive of our local community. Much more interested in alignment of values and personal fit than concerned about AUM or revenue. We believe we can be a logical fit and can help design practice transition plans that are beneficial to both the advisor and their clients.

Last Activity
6 months or more

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