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 two junior advisors and have streamlined our processes to be ready to integrate a book quickly and efficiently. We currently manage about 140M and about 160 households, so we have the capacity to easily on board any number of new clients. We are based out of Bellevue, WA but travel to Alaska very frequently for client meetings already. Our team is very eager to expand further up in the area and bring on another advisor to expand our firm in the Anchorage and Southeast Alaska region.

Please feel free to reach out to discuss further, I am always open to meeting other advisers locally or in the Alaska area.

Market
RIA
Last Activity
today

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