$102MM AUM | $986,000 GDC in Seattle, WA

Member Level
Last Activity
6 months or more
Listing Age
123 days old
Seattle, WA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

We are a comprehensive financial planning practice in the South Lake Union neighborhood of Seattle focusing on providing financial peace of mind by partnering with our clients to reach their long-and short-term goals. We are seeking to add to our team of three advisors by partnering with one to two additional experienced advisors with an established clientele, and/or who desire succession planning for an exit in 5 years or less. We have a client satisfaction score of 100% and emphasize personalized advice, responsiveness, and an in-depth knowledge of our clients' preferences, needs, and concerns. If you believe that combining ongoing planning with genuine caring for client outcomes is the way to not only differentiate yourself as a financial professional but also experience the gratification and pride of helping people reach their dreams, please reach out.

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