Overview

Multi-generational Financial Advisory Firm seeking to buy a practice in the San Antonio metropolitan area.
We are a relationship-focused firm that leads with planning and provides comprehensive investment services to our Clients.

Although we are most interested in buying a practice, we are also open to merging with the right candidate with the goal of helping him/her transition out over a year or two.

We would also welcome a conversation with a USAA Financial Planner seeking a transition to an independent advisory firm.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
862 days old

Business Data

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