Overview

Our firm is looking to continue to grow in a couple of different ways.

(1) Practice Acquisition(s) of Advisor(s) who are looking to Merge and Retire within a 3 months to 5 years time-frame or have a successor in place for a triggering event such as disability, death, or retirement in the next 3-5 years. For Acquisition candidates, we have had success in previous transitions and have a dedicated team to help make your transition as seamless as possible.
(2) Turnkey solution for Advisors who are looking to leave their current firm and join a firm where you can own your clientele and focus on being an Advisor they way you feel is best not a larger firm trying to micromanage while not having to be an HR person, compliance department, and dealing with other administrative tasks, etc. For Merger candidates, we have a unique CPA Alliance program to offer in helping grow your practice.

We are looking for the right fit in Advisors for us to partner with who have done business the right way and want to focus on the best client experience for their succession or transition. Our firm is ready to learn more about you to see if we are an all-around good fit and if so will put together a very competitive offer. Contact Jeff Engelman at PRISM Financial Strategies ___-___-____ or ___ today!

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...