Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
422 days old
General
Location
Westerville, OH, US
Profile Type
Seller | Merge
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
839
Avg Client Age
60
Overview

Holistic financial planning firm That looks at all aspects of Financial Planning, Tax Planning, and Legacy Planning. Will probably work another 10 years and realize I need to develop my own Succession plan.

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