$6MM AUM | $90,000 GDC in
Geneva, NY

I am an Financial Planner and Investment Advisor that is building a book after exiting a management contract and reentered into private practice. Before managing and training advisors I built my own practice while working with other advisors in their practice. I enjoy working with other advisors in a mutual practice and I intend to continue my private practice for another 25 to 30 years. I am old enough to have 25 years of business experience but young enough to continue for another 25 to 30 years in practice. I do have a solid succession plan in place already for the unknowns of life. This provides my client's with peace of mind.

My client base is closely held multi-generational family business's. My practice is centered around fee based comprehensive Financial Planning, Estate Planning, Business Consulting, and Wealth management.

My firm would fully fund the buyout of your practice at your asking price potentially if it is priced at a fair market value for the assets under management and the net fee. We have the staffing and support team to handle a book of most any size within the firm. We are adding additional advisors, specialists, and support staff as needed within our practice. We would gladly retain your staff as long as the book of business could support it. Our goal is to help everyone maintain a solid career path and provide a high level client experience. For the right opportunity I would swith firms and or broker dealers. Going completely independent is an option as well.