I am currently a partner at a firm that is focused on fee-based planning and wealth management. We have a model management system that we use as a starting point and customize to our clients goals and objectives. We have a CFA on staff who runs our investment portfolios and helps our advisor team with investment recommendations. We also have 3 CFPs on staff who help with planning.
I am hoping to find firms that would be a good fit to purchase or merge with that share a similar philosophy and values. We are based in New England, but are also hoping to establish satellite offices in California and along the East Coast.