Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
Profile Age
527 days old
General
Location
Woburn, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$3,750,000.00
# of Accounts
850
Avg Client Age
56
Overview

Our firm operates with the highest of fiduciary standards - client first, advisor second, firm third. We provide needs based holistic financial planning. We have built a succession platform for sole practitioners looking to secure the valuation for their heirs or for those who simple wish to retire.
The financing is supported by our corporate balance sheet. We offer to have your practice valued by an objective third party firm at no cost to your practice.
We welcome the opportunity to discuss in more detail the specifics of our firm and the platform.

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