Market
RIA
Member Level
Basic
Last Activity
this week
Profile Age
473 days old
General
Location
Plano, TX, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$8,000,000.00
Gross Revenue
$75,000.00
# of Accounts
52
Avg Client Age
55
Overview

CFP looking to grow business through M&A. Strong commitment to financial planning. Currently using SEI to manage money.

I am looking for a book about $25-50M and hope to make a smooth transition so clients feel they will continue to be well taken care of both during and after the transition. I look forward to getting to know new client families and doing financial planning and portfolio management with them to help them meet their financial goals. I also work to assist my clients in every way possible and to see me as a resource for all major financial decisions (commercial property valuations, rental property valuations, new business acquisitions). Many of my clients are small business owners and I enjoy finding new ways to help them grow their businesses as well. I also provide employer retirement plans to many of them. Please contact me if I send you an inquiry and we can talk further about how I will make sure your clients are transitioned to a trustworthy advisor.

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