$185MM AUM | $1MM Rev in
Supportive succession partner for those at or near retirement. We are experienced and patient buyers. "Sell and Stay" or leverage our well credentialed team for growth while taking comfort in a viable continuity plan. Hybrid RIA/BD platform has great flexibility - while predominantly an advisory practice we value the ability to have all solutions on the table for clients. This also serves as a perfect landing pad for practice acquisitions or those looking to change firms.