Overview

I am part of a team of four financial planners (3 of which are CFP’s) looking to buy a primarily financial planning/wealth management focused practice or explore opportunities with solo practices in the 5-30M range that may be interested in merging. We are a relatively young team with experience here in Bellevue, WA. We currently have a lead advisor, an associate advisor, plus the two partners and have streamlined our processes to be ready to integrate a book quickly and efficiently. We currently manage about 225M and about 200 households, so we have the capacity to easily on board any number of new clients. We ideally work in the King/Snohomish/Pierce county areas but do work with families all over the country and have a process that is tech friendly for any long distance clients.

Please reach out if you are interested, I am always open to meeting other advisers in the area.

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within 2 months

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