$150MM AUM | $1.5MM Rev in
Financial Planning and investment management practice that focuses on comprehensive solutions/strategies for our clients. We are looking to acquire other practices that have values of always putting the client first. We do financial planning and investment management for our clients. As well as corporate retirement plan programs for business owner clients.
We are looking for other firms/advisors to partner with, join our firm, or allow us to buy their practice as they transition to new endeavours.