Overview

We are a fast growing independent firm focused on providing wholistic fee based advise to our clients. We have been in the business or 11+ years and currently work mostly with families and small business. We bring an educational focus and a high touch client experience which is enable by our strong team and robust systems/ technology. We grow mainly through client/professional referrals and educational workshops we offer in the area.

We are looking to purchase a mature practice in our area and will provide competitive pricing and terms for the right fit.

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within 2 months

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