Overview

I am looking to purchase a practice in a massive expansion project that will take place over the next 5 years. I am a comprehensive financial planner with a focus on the client's best interest. While I currently include commissions in my practice, the focus is on fee based and fee only services. I have wonderful relationships with my clients. I am looking for advisors who want to retire or transition, but really want to make sure their clients are taken care of when they are gone. I am looking to provide a win, win, win solution. A great opportunity for the advisor looking to sell, retire, or transition, a great solution that is in the best interest of that advisor's clients, and a great practice for us to include in our book of business.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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