Overview

Supportive succession partner for those considering a glidepath to retirement or looking to scale down their practice. 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 with ability to go full fee only and transition brokerage to an internal non-competing "servicing" advisor. While predominantly an advisory practice we value the ability to have all solutions on the table for clients so that their legacy brokerage AUM is not in the hands of a competing firm.

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