We are currently looking to acquire other advisors with AUM in the range of $10mm-$100mm. Open to mergers as well as succession plans and buyouts.
Our firms main stream of revenue is generated from financial planning and AUM. We have 4 full time advisors, 2 full time support staff, and a fully furnished suite available to advisors who wish to join us or are looking for a place to wind down their practice and move from full time, to part time, to retirement. Many of our clients have been with us for over 10 years. We do not outsource out investment models but we build and structure them in house using our own research and criteria. We also have a relationship with a Broker/Dealer and maintain our securities licenses. I would love to chat and see if it makes sense to continue the conversation, learn more about you and your firm, and what you are looking for in a strategic partner or offer.